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Building 2LOF LOPEZ & ASSOCIATES, LLC

Map pinTUCSON, AZ
Phone520-881-2523
NotebookSEC #801-68036
Total AUM
$83.6M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4757 E. CAMP LOWELL DR.
TUCSON
AZ 85712
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
520-881-2523

ReceiptFinancials

Total AUM
$83.6M
Accounts
759
Discretionary
$82M
Accounts
756
Non-Discretionary
$1.6M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO AND ACCOUNT CONSULTATION SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCAILNETX

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

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