MATHIS WEALTH MANAGEMENT - Financial Advisor in Arizona, Phoenix

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

About 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

Firm CRD#:

172858

Firm SEC#:

801-128560

Assets Under Management:

$159,972,660

No. of Clients:

698

No. of Advisors:

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 & WORKSHOPS)

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