Aim Capital

Aim Capital (CRD# 165183) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $171,653,050 in 332 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $517,027
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, NH, TX

Financial Advisors at Aim Capital
Showing 1 - 2 of 2 top financial advisors.
1
Philip L. Nagel
CRD#: 1827270
7337 E Doubletree Ranch Road, Suite 195, Scottsdale, AZ 85258
96
Wealthminder
score

Philip Nagel (CRD# 1827270) is an Investment Advisor Representative working at Aim Capital in Scottsdale, AZ and has over 22 years of experience in the finance industry. Philip Nagel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William F. Hill
CRD#: 2399670
7337 E Doubletree Ranch Road, Suite 195, Scottsdale, AZ 85258
86
Wealthminder
score

William Hill (CRD# 2399670) is an Investment Advisor Representative working at Aim Capital in Scottsdale, AZ and has over 22 years of experience in the finance industry. William Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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