EXECUTIVE ASSET ADVISORS LLC

EXECUTIVE ASSET ADVISORS LLC is an SEC-registered investment adviser (CRD 124369). Regulatory assets under management: $12.6M.

Registration

• CRD: 124369
• Type: Registered investment adviser
• Phone: 602-319-1233
• Latest filing: 2023-04-24
• Regulatory AUM: $12.6M
• Discretionary AUM: $12.6M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124369 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search