Sedona Asset Management Services, LLC

Sedona Asset Management Services, LLC (CRD# 132373) is a financial advisory firm headquartered in , . They manage $6,261,456 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $481,650
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Steer, financial advisor Scottsdale AZ
George C. Steer
CRD#: 1340401
Scottsdale, AZ

George Steer (CRD# 1340401) is an Investment Advisor Representative working at Sedona Asset Management Services, LLC in Scottsdale, AZ and has over 39 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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