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Building 2RG ADVISOR GROUP

Map pinPHOENIX, AZ
Phone480-612-6400
NotebookSEC #801-69543
Total AUM
$40M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5415 EAST HIGH STREET
SUITE 265
PHOENIX
AZ 85054
United States
Operating Hours
7:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
480-612-6400

ReceiptFinancials

Total AUM
$40M
Accounts
70
Discretionary
$40M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMIOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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