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COREPATH WEALTH PARTNERS LLC
Tel: (480) 448-0334
7114 E. Stetson Drive Suite #205
Scottsdale, Arizona 85251
COREPATH WEALTH PARTNERS LLC
COREPATH WEALTH PARTNERS LLC is a Scottsdale, Arizona based financial advisory firm with nearly $348,224,500 in assets under management and provides investment advisory services for 1988 clients. There are currently 15 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
299951
SEC#:
801-114567
No. of Clients:
1988
Assets under Management
$348,224,500
No. of Advisors:
15
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