Bedrock Investment Advisors

Bedrock Investment Advisors (CRD# 173131) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $49,768,046 in 224 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260
https://www.facebook.com/pages/bedrock-investment-advisors-llc/1431207157142110
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $222,179
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, FL, GA, IL, MI, NC, NY, TX, VA, WA

Financial Advisors at Bedrock Investment Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey Boettcher, financial advisor Scottsdale AZ
Jeffrey S. Boettcher
CRD#: 4001659
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260

Jeffrey Boettcher (CRD# 4001659) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 24 years of experience in the finance industry.

2
Todd Carmack, financial advisor Scottsdale AZ
Todd R. Carmack
CRD#: 6370199
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260

Todd Carmack (CRD# 6370199) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 9 years of experience in the finance industry.

3
Aaron Steele, financial advisor Scottsdale AZ
Aaron L. Steele
CRD#: 2545726
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260

Aaron Steele (CRD# 2545726) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 29 years of experience in the finance industry.

4
Martin Jenkins, financial advisor Naples FL
Martin D. Jenkins
CRD#: 2623743
3003 Tamiami Trail N, Suite #300, Naples, FL 34103

Martin Jenkins (CRD# 2623743) is an Investment Advisor Representative working at Bedrock Investment Advisors in Naples, FL and has over 19 years of experience in the finance industry.

5
James Trueman, financial advisor Scottsdale AZ
James Trueman
CRD#: 1185171
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260

James Trueman (CRD# 1185171) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 38 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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