Approach Capital LLC

Approach Capital LLC (CRD# 291807) is a financial advisory firm headquartered in Gilbert, AZ. They manage $85,000,000 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2975 East Robin Lane, Gilbert, AZ 85296
https://www.approachcp.com/
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $377,778
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Approach Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Stott, financial advisor Gilbert AZ
Gregory D. Stott
CRD#: 4518393
2975 East Robin Lane, Gilbert, AZ 85296

Gregory Stott (CRD# 4518393) is an Investment Advisor Representative working at Approach Capital LLC in Gilbert, AZ and has over 21 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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