Overview
Assets Under Management: $206 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 4
Average Client Assets: $44 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.83
Average High-Net-Worth Client Assets: $44 million
Total Client Accounts: 376
Discretionary Accounts: 376
Regulatory Filings
CRD Number: 328450
Filing ID: 1959896
Last Filing Date: 2025-03-17 14:02:00
Website: https://slcapitalwealth.com