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Building 2TMD & ASSOCIATES, INC.

Map pinSCOTTSDALE, AZ
Phone602-279-2020
NotebookSEC #801-66454
Total AUM
$413M
Employees
10
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15333 N. PIMA ROAD
SUITE 215
SCOTTSDALE
AZ 85260
United States
Operating Hours
7:30AM-5PM
Monday - Friday
Phone
602-279-2020

ReceiptFinancials

Total AUM
$413M
Accounts
1,111
Discretionary
$400.9M
Accounts
1,095
Non-Discretionary
$12.1M
Accounts
16

ContactClients

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Individual Clients
104
AUM
$42.1M
HNW Individual Clients
123
AUM
$300M
Pension/Profit Sharing Plan Clients
44
AUM
$68.7M
Corporation or Business Clients
2
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNHOKTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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