Able Financial Group, LLC

Able Financial Group, LLC (CRD# 323646) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $467,401,584 in 1,357 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ 85258
https://www.ablefinancialgroup.com
By the Numbers
  • Total Assets Under Management
    467
    MILLION
  • Total Number of Accounts
    1,357
    ACCOUNTS
  • Average Account Value
    $344,437
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, TX

Financial Advisors at Able Financial Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Adam Brooks, financial advisor Scottsdale AZ
Adam M. Brooks
CRD#: 3029639
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ 85258

Adam Brooks (CRD# 3029639) is an Investment Advisor Representative working at Able Financial Group, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.

2
Matthew Cherry, financial advisor Scottsdale AZ
Matthew P. Cherry
CRD#: 6337411
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ 85258

Matthew Cherry (CRD# 6337411) is an Investment Advisor Representative working at Able Financial Group, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

3
Laurel Kutler, financial advisor Scottsdale AZ
Laurel P. Kutler
CRD#: 6827877
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ 85258

Laurel Kutler (CRD# 6827877) is an Investment Advisor Representative working at Able Financial Group, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

4
Lane Reynolds, financial advisor Scottsdale AZ
Lane L. Reynolds
CRD#: 1486990
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ 85258

Lane Reynolds (CRD# 1486990) is an Investment Advisor Representative working at Able Financial Group, LLC in Scottsdale, AZ and has over 37 years of experience in the finance industry.

5
Lawrence Van Quathem, financial advisor Scottsdale AZ
Lawrence Van Quathem
CRD#: 2630033
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ 85258

Lawrence Van Quathem (CRD# 2630033) is an Investment Advisor Representative working at Able Financial Group, LLC in Scottsdale, AZ and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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