P3 FINANCIAL MANAGEMENT, LLC

P3 FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 129497). Regulatory assets under management: $3.1M.

Registration

• CRD: 129497
• Type: Registered investment adviser
• Phone: 602-418-9831
• Latest filing: 2024-11-29
• Regulatory AUM: $3.1M
• Discretionary AUM: $3.1M
• Clients: 1
• Accounts: 9

Business model

Compensation: Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129497 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search