Azimuth Wealth Advisors

Azimuth Wealth Advisors (CRD# 290050) is a financial advisory firm headquartered in San Diego, CA. They manage $33,106,435 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12636 High Bluff Drive, Suite 400, San Diego, CA 92130
http://azimuthwm.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $344,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

CA, TX

Financial Advisors at Azimuth Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Annelizabeth Rogers, financial advisor San Diego CA
Annelizabeth Q. Rogers
CRD#: 5648235
12636 High Bluff Drive, Suite 400, San Diego, CA 92130

Annelizabeth Rogers (CRD# 5648235) is an Investment Advisor Representative working at Azimuth Wealth Advisors in San Diego, CA and has over 15 years of experience in the finance industry.

2
Charles Rogers, financial advisor San Diego CA
Charles C. Rogers
CRD#: 4326780
12636 High Bluff Drive, Suite 400, San Diego, CA 92130

Charles Rogers (CRD# 4326780) is an Investment Advisor Representative working at Azimuth Wealth Advisors in San Diego, CA and has over 23 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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