Investment adviser · CRD 108459
FOOTHILLS ASSET MANAGEMENT LTD
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Jan 31, 2020
- Regulatory AUM
- $197M Form ADV · Item 5.F
- Client accounts
- 280 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 59 | $165,533,472 | 83.9% |
| Individuals | 69 | $27,405,377 | 13.9% |
| Retirement plans | 3 | $3,620,837 | 1.8% |
| Charities | Fewer than 5 | $785,472 | 0.4% |
Filing source
Form ADV 1375467 · Jan 31, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 31, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
8767 E. VIA DE VENTURA, SUITE 175SCOTTSDALE, AZ, 85258-3376, United States
CRD 108459
Filing source
Form ADV 1375467 · Jan 31, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.