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MATHIS WEALTH MANAGEMENT

Tel: 602-393-0501
7210 N 16th Street
Phoenix, Arizona  85020

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MATHIS WEALTH MANAGEMENT

MATHIS WEALTH MANAGEMENT is a Phoenix, Arizona based financial advisory firm with nearly $159,972,660 in assets under management and provides investment advisory services for 698 clients. There are currently 4 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 , Other (FINANCIAL CONSULTATIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REF'L FEES FROM 3RD PARTY RIAS; EDUCATIONAL SEMINARS & WORKSHOP

Firm CRD#:

172858

SEC#:

801-128560

No. of Clients:

698

Assets under Management

$159,972,660

No. of Advisors:

4

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