Overview
Assets Under Management: $333 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Frequently Asked Questions
JUNCTURE WEALTH STRATEGIES, 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 #298110), JUNCTURE WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
JUNCTURE WEALTH STRATEGIES, LLC is headquartered in SCOTTSDALE, AZ.
JUNCTURE WEALTH STRATEGIES, 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 WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JUNCTURE WEALTH STRATEGIES, LLC manages $333 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, JUNCTURE WEALTH STRATEGIES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 769
Discretionary Accounts: 754
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 298110
Last Filing Date: 2024-03-18 00:00:00
Website: https://juncturewealth.com