Overview
Assets Under Management: $190 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 55
Average Client Assets: $2.8 million
Frequently Asked Questions
FOOTHILLS ASSET MANAGEMENT LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108459), FOOTHILLS ASSET MANAGEMENT LTD is subject to fiduciary duty under federal law.
FOOTHILLS ASSET MANAGEMENT LTD is headquartered in SCOTTSDALE, AZ.
FOOTHILLS ASSET MANAGEMENT LTD serves 55 high-net-worth clients according to their SEC filing dated March 14, 2018. View client details ↓
According to their SEC Form ADV, FOOTHILLS ASSET MANAGEMENT LTD offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FOOTHILLS ASSET MANAGEMENT LTD manages $190 million in client assets according to their SEC filing dated March 14, 2018.
According to their SEC Form ADV, FOOTHILLS ASSET MANAGEMENT LTD serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.37%
Average Client Assets: $2.8 million
Total Client Accounts: 270
Discretionary Accounts: 270
Regulatory Filings
CRD Number: 108459
Filing ID: 1169091
Last Filing Date: 2018-03-14 16:06:00