Overview
Assets Under Management: $363 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Frequently Asked Questions
JUNCTURE ASSET 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 #306349), JUNCTURE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JUNCTURE ASSET MANAGEMENT, LLC is headquartered in SCOTTSDALE, AZ.
JUNCTURE ASSET MANAGEMENT, LLC serves 162 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, JUNCTURE ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
JUNCTURE ASSET MANAGEMENT, LLC manages $363 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, JUNCTURE ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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