| As of Date | 03/21/2024 |
| Registration status | Terminated |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 405,176,675 3% |
| of that, discretionary | 247,132,759 8% |
| Number of Employees | 9 -44% |
| of those in investment advisory functions | 3 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 125,442 -55% |
| % High Net Worth | 43.48% -12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds