Investment adviser · CRD 284449

NORTH SCOTTSDALE WEALTH ADVISORS, LLC

Investment adviser filing (IA)

SCOTTSDALE, AZ, United States · Form ADV filed Nov 17, 2016

Regulatory AUM
$46.4M
Form ADV · Item 5.F
Client accounts
176
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Nov 17, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

21803 NORTH SCOTTSDALE ROAD, SUITE 260
SCOTTSDALE, AZ, 85255, United States

CRD 284449

Filing source

Form ADV 1051386 · Nov 17, 2016 · 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.