Scottsdale Wealth Advisory LLC
Scottsdale Wealth Advisory LLC (CRD# 285907) is a financial advisory firm headquartered in Paradise Valley, AZ. They manage $51,528,176 in 257 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management52MILLION
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Total Number of Accounts257ACCOUNTS
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Average Account Value$200,499
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, IL, OH, TX
Robert Grossman (CRD# 6473966) is an Investment Advisor Representative working at Scottsdale Wealth Advisory LLC in Paradise Valley, AZ and has over 8 years of experience in the finance industry.
Kenneth Lepore (CRD# 1356913) is an Investment Advisor Representative working at Scottsdale Wealth Advisory LLC in Paradise Valley, AZ and has over 10 years of experience in the finance industry.
Brent Matthew (CRD# 4264117) is an Investment Advisor Representative working at Scottsdale Wealth Advisory LLC in Paradise Valley, AZ and has over 22 years of experience in the finance industry.