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Building 2SEDONA ASSET MANAGEMENT SERVICES, LLC

Map pin
Phone480-614-5818
NotebookSEC #801-63380
Total AUM
$45M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-614-5818

ReceiptFinancials

Total AUM
$45M
Accounts
63
Discretionary
$35M
Accounts
55
Non-Discretionary
$10M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIN

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

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