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Building 2RETIREMENT WEALTH STRATEGIES

Map pinPHOENIX, AZ
Phone602-955-7200
NotebookSEC #801-71719
Total AUM
$18M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 E. CAMELBACK ROAD
SUITE #207
PHOENIX
AZ 85016-2601
United States
Operating Hours
9AM- 5PM
Monday - Friday
Phone
602-955-7200

ReceiptFinancials

Total AUM
$18M
Accounts
78
Discretionary
$16M
Accounts
70
Non-Discretionary
$2M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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

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