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Building 2WEALTH MANAGEMENT SOLUTIONS

Map pinSCOTTSDALE, AZ
Phone480-609-4334
NotebookSEC #801-67190
Total AUM
$45.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8550 E. SHEA BOULEVARD, SUITE 130
SCOTTSDALE
AZ 85260
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
480-609-4334

ReceiptFinancials

Total AUM
$45.8M
Accounts
298
Discretionary
$44.6M
Accounts
297
Non-Discretionary
$1.2M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCA

HandshakeAffiliates

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

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