Attessa Capital LLC

Attessa Capital LLC (CRD# 306827) is a financial advisory firm headquartered in Tucson, AZ. They manage $108,302,823 in 283 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3060 N Swan Rd, Tucson, AZ 85712
https://www.attessacapital.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $382,695
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, UT

Financial Advisors at Attessa Capital LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alec Berens, financial advisor Tucson AZ
Alec S. Berens
CRD#: 6504172
3060 N Swan Rd, Tucson, AZ 85712

Alec Berens (CRD# 6504172) is an Investment Advisor Representative working at Attessa Capital LLC in Tucson, AZ and has over 7 years of experience in the finance industry.

2
James Good, financial advisor Tucson AZ
James A. Good
CRD#: 6612231
3060 N Swan Rd, Tucson, AZ 85712

James Good (CRD# 6612231) is an Investment Advisor Representative working at Attessa Capital LLC in Tucson, AZ and has over 7 years of experience in the finance industry.

3
David Kornberg, financial advisor Tucson AZ
David W. Kornberg
CRD#: 6073672
3060 N Swan Rd, Tucson, AZ 85712

David Kornberg (CRD# 6073672) is an Investment Advisor Representative working at Attessa Capital LLC in Tucson, AZ and has over 7 years of experience in the finance industry.

4
Christopher Campisano, financial advisor Tucson AZ
Christopher J. Campisano
CRD#: 1048160
3060 N Swan Rd, Tucson, AZ 85712

Christopher Campisano (CRD# 1048160) is an Investment Advisor Representative working at Attessa Capital LLC in Tucson, AZ and has over 15 years of experience in the finance industry.

5
Alexis Lundgren, financial advisor Tucson AZ
Alexis M. Lundgren
CRD#: 7848147
3060 N Swan Rd, Tucson, AZ 85712

Alexis Lundgren (CRD# 7848147) is an Investment Advisor Representative working at Attessa Capital LLC in Tucson, AZ and has 1 year 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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