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Building 2WORTHPOINTE

Map pin
Phone800-620-4232
NotebookSEC #801-67916
Total AUM
$1.1B
Employees
16
Clients
626

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
800-620-4232
Other Offices
6

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,703
Discretionary
$1.1B
Accounts
1,703
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
389
AUM
$141M
HNW Individual Clients
233
AUM
$870.4M
Pension/Profit Sharing Plan Clients
2
AUM
$12M
Charitable Organization Clients
1
AUM
$460.2K
Government Entity Clients
1
AUM
$33.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISER SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUB-ADVISER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLANENJNMNYOKORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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