P3 Financial Management, LLC

P3 Financial Management, LLC (CRD# 129497) is a financial advisory firm headquartered in , . They manage $3,124,002 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $347,111
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at P3 Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Schembri, financial advisor Scottsdale AZ
Christopher D. Schembri
CRD#: 2814715
Scottsdale, AZ

Christopher Schembri (CRD# 2814715) is an Investment Advisor Representative working at P3 Financial Management, LLC in Scottsdale, AZ and has over 27 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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