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Building 2EXETER FINANCIAL, LLC

Map pinSCOTTSDALE, AZ
Phone480-588-0830
NotebookSEC #801-67719
Total AUM
$420.2M
Employees
6
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7001 N. SCOTTSDALE ROAD
SUITE 1040
SCOTTSDALE
AZ 85253-3644
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
480-588-0830
Other Offices
1

ReceiptFinancials

Total AUM
$420.2M
Accounts
693
Discretionary
$418M
Accounts
689
Non-Discretionary
$2.2M
Accounts
4

ContactClients

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Individual Clients
40
AUM
$83.4M
HNW Individual Clients
48
AUM
$331.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$3.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLTXVAWA

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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