Be advised. This firm is no longer registered.

Juncture Wealth Strategies, LLC

Juncture Wealth Strategies, LLC (CRD# 155175) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $166,800,000 in 308 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
15279 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254
http://www.juncturewealth.com
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $541,558
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, OH, TX

Financial Advisors at Juncture Wealth Strategies, LLC
No Advisor Found.

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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