CPA ADVISORY SERVICES, P.C.

CPA ADVISORY SERVICES, P.C. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 114170). Regulatory assets under management: $86.6M.

Registration

• CRD: 114170
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114170 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search