Overview
Assets Under Management: $333 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 162
Average Client Assets: $2 million
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