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Building 2COLE WEALTH MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone480-275-6354
NotebookSEC #801-68629
Total AUM
$50M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14301 N 87TH ST
SUITE 307
SCOTTSDALE
AZ 85260
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
480-275-6354

ReceiptFinancials

Total AUM
$50M
Accounts
200
Discretionary
$45M
Accounts
180
Non-Discretionary
$5M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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