Agave Wealth Advisors
Agave Wealth Advisors (CRD# 299139) is a financial advisory firm headquartered in Tucson, AZ. They manage $27,000,000 in 233 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management27MILLION
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Total Number of Accounts233ACCOUNTS
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Average Account Value$115,880
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Agave Wealth Advisors
1
Nathan Frederico (CRD# 5616807) is an Investment Advisor Representative working at Agave Wealth Advisors in Tucson, AZ and has over 15 years of experience in the finance industry.
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