Adviser Profile
| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 09/02/2026 |
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| Former registrations | |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 134,306,196 |
| of that, discretionary | 129,816,916 |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 175,106 |
| % High Net Worth | 21.95% |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
114M
98M
82M
65M
49M
33M
16M
2026
Private Funds
No private funds