Acute Investment Advisory

Acute Investment Advisory (CRD# 170368) is a financial advisory firm headquartered in Mesa, AZ. They manage $222,628,418 in 1,619 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4856 East Baseline Road, Suite 104, Mesa, AZ 85206
https://www.facebook.com/acutewealthadvisors/
By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    1,619
    ACCOUNTS
  • Average Account Value
    $137,510
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • 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, CO, LA, TX

Financial Advisors at Acute Investment Advisory
Showing 1 - 3 of 3 top financial advisors.
1
Abbey Brennan, financial advisor Mesa AZ
Abbey E. Brennan
CRD#: 5102728
4856 East Baseline Road, Suite 104, Mesa, AZ 85206

Abbey Brennan (CRD# 5102728) is an Investment Advisor Representative working at Acute Investment Advisory in Mesa, AZ and has over 12 years of experience in the finance industry.

2
Matthew Deaton, financial advisor Mesa AZ
Matthew J. Deaton
CRD#: 6298275
4856 East Baseline Road, # 104, Mesa, AZ 85206

Matthew Deaton (CRD# 6298275) is an Investment Advisor Representative working at Acute Investment Advisory in Mesa, AZ and has over 10 years of experience in the finance industry.

3
Damon Roberts, financial advisor Mesa AZ
Damon B. Roberts
CRD#: 6298279
4856 East Baseline Road, Suite 104, Mesa, AZ 85206

Damon Roberts (CRD# 6298279) is an Investment Advisor Representative working at Acute Investment Advisory in Mesa, AZ and has over 9 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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