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Building 2RTS PRIVATE WEALTH MANAGEMENT

Map pinPHOENIX, AZ
Phone602-224-7850
NotebookSEC #801-66830
Total AUM
$357M
Employees
7
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2425 E. CAMELBACK ROAD
SUITE 620
PHOENIX
AZ 85016
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
602-224-7850

ReceiptFinancials

Total AUM
$357M
Accounts
844
Discretionary
$316.9M
Accounts
634
Non-Discretionary
$40.1M
Accounts
210

ContactClients

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Individual Clients
166
AUM
$60.4M
HNW Individual Clients
103
AUM
$282M
Pension/Profit Sharing Plan Clients
6
AUM
$14.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SELECTION OF SUB-ADVISORS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIANENHOHTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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