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Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 01/09/2023
Other registrations (1)
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
Websites
AUM* 732,941,557 57%
of that, discretionary 725,779,920 59%
Number of Employees 14 17%
of those in investment advisory functions 9 29%
Private Fund GAV* 0
Avg Account Size 432,669 26%
% High Net Worth 45.22% 23%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

726M 622M 518M 415M 311M 207M 104M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary