1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AIM CAPITAL

Map pinSCOTTSDALE, AZ
Phone480-346-1556
NotebookSEC #801-77148
Total AUM
$309.3M
Employees
2
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7337 E DOUBLETREE RANCH ROAD
SUITE 195
SCOTTSDALE
AZ 85258
United States
Operating Hours
8:00 TO 4:30
Monday - Friday
Phone
480-346-1556

ReceiptFinancials

Total AUM
$309.3M
Accounts
452
Discretionary
$278.3M
Accounts
430
Non-Discretionary
$31M
Accounts
22

ContactClients

View more in analytics →

Individual Clients
102
AUM
$27.9M
HNW Individual Clients
134
AUM
$270.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
10
AUM
$8.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account