SCOTTSDALE WEALTH PLANNING, INC.
Tel: (480) 550-8555 7033 E. Main Street Suite 104 Scottsdale, Arizona 85251
About 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
Firm CRD#:
169248
Firm SEC#:
801-113207
Assets Under Management:
$138,431,872
No. of Clients:
271
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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