Sedona Asset Management Services, LLC
Sedona Asset Management Services, LLC (CRD# 132373) is a financial advisory firm headquartered in , . They manage $26,640,630 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$666,016
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
George Steer (CRD# 1340401) is an Investment Advisor Representative working at Sedona Asset Management Services, LLC in Scottsdale, AZ and has over 31 years of experience in the finance industry.