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Building 2PRIVATE CLIENT GROUP

Map pinSCOTTSDALE, AZ
Phone480-589-7522
NotebookSEC #801-78545
Total AUM
$114M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8275 EAST BELL ROAD
SUITE 3141
SCOTTSDALE
AZ 85260
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
480-589-7522

ReceiptFinancials

Total AUM
$114M
Accounts
705
Discretionary
$53M
Accounts
315
Non-Discretionary
$61M
Accounts
390

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZGANYTX

HandshakeAffiliates

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

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