Msh Capital Advisors LLC
Msh Capital Advisors LLC (CRD# 157835) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,036,575,400 in 1,920 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,037MILLION
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Total Number of Accounts1,920ACCOUNTS
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Average Account Value$539,883
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Tara Kreizenbeck (CRD# 7141895) is an Investment Advisor Representative working at Msh Capital Advisors LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Todd Lukasik (CRD# 7290830) is an Investment Advisor Representative working at Msh Capital Advisors LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Colton Welhaven (CRD# 7131688) is an Investment Advisor Representative working at Msh Capital Advisors LLC in Billings, MT and has over 4 years of experience in the finance industry.