Me Financial, Pllc

Me Financial, Pllc (CRD# 143070) is a financial advisory firm headquartered in Phoenix, AZ. They manage $16,900,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3033 N. Central Ave. #640, Phoenix, AZ 85012
http://www.mefinancial.net
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $307,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, MO

Financial Advisors at Me Financial, Pllc
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Moses, financial advisor Phoenix AZ
Michelle E. Moses
CRD#: 4836249
3033 N. Central Ave. #640, Phoenix, AZ 85012

Michelle Moses (CRD# 4836249) is an Investment Advisor Representative working at Me Financial, Pllc in Phoenix, AZ and has over 19 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals