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Building 2DENK STRATEGIC WEALTH PARTNERS

Map pinPHOENIX, AZ
Phone602-252-8700
NotebookSEC #801-62600
Total AUM
$55.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2702 N. 3RD. STREET
SUITE 4001
PHOENIX
AZ 85004-1130
United States
Operating Hours
8:00 - 5:00 P.M. MST
Monday - Friday
Phone
602-252-8700

ReceiptFinancials

Total AUM
$55.1M
Accounts
181
Discretionary
$49.2M
Accounts
179
Non-Discretionary
$5.9M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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