Overview
Assets Under Management: $128 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 33
Average Client Assets: $2.0 million
Frequently Asked Questions
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC 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 #147270), FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC is headquartered in PHOENIX, AZ.
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC serves 33 high-net-worth clients according to their SEC filing dated May 11, 2023. View client details ↓
According to their SEC Form ADV, FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC manages $128 million in client assets according to their SEC filing dated May 11, 2023.
According to their SEC Form ADV, FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.23%
Average Client Assets: $2.0 million
Total Client Accounts: 424
Discretionary Accounts: 424
Regulatory Filings
CRD Number: 147270
Filing ID: 1761875
Last Filing Date: 2023-05-11 16:36:00