FINANCIAL CONCEPTS, INC.

FINANCIAL CONCEPTS, INC. of CHANDLER, AZ is an SEC-registered investment adviser (CRD 122342). Regulatory assets under management: $56.4M.

Registration

• CRD: 122342
• SEC file number: 801-64353
• Type: Registered investment adviser
• Location: 3195 WEST RAY ROAD, SUITE 9, CHANDLER, AZ, 85226
• Phone: 480-963-1300
• Latest filing: 2012-05-08
• Regulatory AUM: $56.4M
• Discretionary AUM: $56.4M
• Clients: 6
• Accounts: 471

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 122342 on SEC IAPD (source of record)
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