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Building 2ASHTON THOMAS PRIVATE WEALTH

Map pinSCOTTSDALE, AZ
Phone602-732-4745
NotebookSEC #801-71512
Total AUM
$6B
Employees
93
Clients
3,229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8605 EAST RAINTREE DRIVE
SUITE 280
SCOTTSDALE
AZ 85260
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
602-732-4745
Other Offices
25

ReceiptFinancials

Total AUM
$6B
Accounts
7,879
Discretionary
$6B
Accounts
7,863
Non-Discretionary
$4.3M
Accounts
16

ContactClients

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Individual Clients
1,983
AUM
$641.9M
HNW Individual Clients
1,198
AUM
$5.2B
Pension/Profit Sharing Plan Clients
1
AUM
$816.6K
Charitable Organization Clients
11
AUM
$39.9M
Corporation or Business Clients
36
AUM
$109.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ARAZCACOCTFLGAHIIDILLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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