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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $666,016
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, IN

Financial Advisors at Sedona Asset Management Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
George C. Steer
CRD#: 1340401
Scottsdale, AZ
83
Wealthminder
score

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.

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