Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 07/09/2019
Other registrations (3)
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
Websites
AUM* 136,364,716 -2%
of that, discretionary 136,364,716 -2%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 344,355 3%
% High Net Worth 26.01% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

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
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

159M 137M 114M 91M 68M 46M 23M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary