# CPA ADVISORY SERVICES, P.C.

CPA ADVISORY SERVICES, P.C. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 114170
- Type: SEC-registered investment adviser
- Location: 7373 E. DOUBLETREE RANCH RD., SCOTTSDALE, AZ, 85258
- Phone: 480-860-1252
- Latest filing: 2026-06-05
- Regulatory AUM: $86.6M
- Discretionary AUM: $86.6M
- Clients: 2
- Accounts: 344

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114170/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114170/similar
- Related entities: https://search.stillhousedata.com/firm/114170/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114170

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.