Overview
Assets Under Management: $326 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 4
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.64
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 1,156
Discretionary Accounts: 1,156
Regulatory Filings
CRD Number: 312685
Filing ID: 1966263
Last Filing Date: 2025-03-28 09:01:00
Website: https://siatucson.com