Adviser Profile
| As of Date | 03/27/2024 |
| Registration status | Terminated |
| ADV Location | PHOENIX, AZ, United States |
| Contact Info | 480 xxxxxxx |
| AUM* | 6,190,173 26% |
| of that, discretionary | 6,190,173 26% |
| Number of Employees | 10 100% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 773,772 293% |
| % High Net Worth | 62.50% 88% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Related adviser
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
6M
5M
4M
4M
3M
2M
884K
2020
2021
2022
2023
Private Funds
No private funds