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Building 2STABLEFORD CAPITAL LLC

Map pinSCOTTSDALE, AZ
Phone480-493-2300
NotebookSEC #801-80522
Total AUM
$305.3M
Employees
4
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14648 N. SCOTTSDALE ROAD
SUITE 130
SCOTTSDALE
AZ 85254
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
480-493-2300
Other Offices
3

ReceiptFinancials

Total AUM
$305.3M
Accounts
254
Discretionary
$282.5M
Accounts
206
Non-Discretionary
$22.8M
Accounts
48

ContactClients

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Individual Clients
42
AUM
$20M
HNW Individual Clients
50
AUM
$276.7M
Pension/Profit Sharing Plan Clients
1
AUM
$8.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTGAILTX

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

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