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Building 2WEALTHTRUST ARIZONA

Map pinSCOTTSDALE, AZ
Phone480-483-7300
NotebookSEC #801-67203
Total AUM
$436.1M
Employees
9
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8434 E. SHEA BOULEVARD
SCOTTSDALE
AZ 85260
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
480-483-7300
Other Offices
1

ReceiptFinancials

Total AUM
$436.1M
Accounts
1,297
Discretionary
$436.1M
Accounts
1,297
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
242
AUM
$116.5M
HNW Individual Clients
126
AUM
$317.9M
Pension/Profit Sharing Plan Clients
1
AUM
$321.5K
Corporation or Business Clients
3
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGALANENHTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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