Overview
Assets Under Management: $363 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 880
Discretionary Accounts: 861
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 306349
Last Filing Date: 2024-03-18 00:00:00
Website: https://juncturewealth.com