ME FINANCIAL, PLLC

ME FINANCIAL, PLLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 143070). Regulatory assets under management: $17.2M.

Registration

• CRD: 143070
• Type: Registered investment adviser
• Location: 3033 N. CENTRAL AVE. #640, PHOENIX, AZ, 85012
• Phone: 480-442-5816
• Latest filing: 2026-03-20
• Regulatory AUM: $17.2M
• Discretionary AUM: $10.9M
• Non-discretionary AUM: $6.3M
• Clients: 1
• Accounts: 119

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143070 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search