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SCOTTSDALE WEALTH PLANNING, INC.

Tel: (480) 550-8555
7033 E. Main Street
Suite 104
Scottsdale, Arizona  85251

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SCOTTSDALE WEALTH PLANNING, INC.

SCOTTSDALE WEALTH PLANNING, INC. is a Scottsdale, Arizona based financial advisory firm with nearly $138,431,872 in assets under management and provides investment advisory services for 271 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

169248

SEC#:

801-113207

No. of Clients:

271

Assets under Management

$138,431,872

No. of Advisors:

1

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