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⚲
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| Scottsdale Wealth Planning Inc
✚
| |
|---|---|
| CRD # | 169248 |
| SEC # | 801-113207 |
| CIK # | |
| AUM | $138.4 MM (2024-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 480-550-8555 |
| Address | 7033 E Main Street Scottsdale, AZ 85251 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 11.2 |
| (b) Individuals (high net worth individuals) | 33 | 127.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 271 | 138.4 |
| By Discretionary | ||
| Discretionary | 271 | 138.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 271 | 138.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 129.6 | |
| Total | 271 | 138.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Golden Gate Personal Financial Planning
✚
|
CA | 0.1 |
|
Compass Planning Associates Inc
✚
|
MA | 0.1 |
|
Veritas Independent Partners LLC
✚
|
AR | 0.1 |
|
Aznar Financial Advisors LLC
✚
|
NJ | 0.1 |
|
The Monitor Group Inc
✚
|
GA | 0.1 |
|
Black Horse Wealth Management LLC
✚
|
CA | 0.1 |
|
Scott W Hancock
✚
|
TX | 0.1 |
|
Corkern Barry M Advisory Services Inc
✚
|
AR | 0.1 |
|
Gehrig Capital Management Inc
✚
|
IN | 0.1 |
|
Investology Inc
✚
|
VA | 0.1 |