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Building 2DEW WEALTH MANAGEMENT

Map pinSCOTTSDALE, AZ
Phone480-614-9119
NotebookSEC #801-68551
Total AUM
$56.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8800 E. RAINTREE DRIVE
SUITE 115
SCOTTSDALE
AZ 85260
United States
Operating Hours
M-TH 8:30AM - 4:30PM; FRIDAY 8:30AM - 3:30PM
Monday - Friday
Phone
480-614-9119

ReceiptFinancials

Total AUM
$56.1M
Accounts
518
Discretionary
$0
Accounts
0
Non-Discretionary
$56.1M
Accounts
518

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNE

HandshakeAffiliates

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

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