YOUR INVESTMENT ADVISOR

YOUR INVESTMENT ADVISOR of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 333179). Regulatory assets under management: $2.6M.

Registration

• CRD: 333179
• Type: Registered investment adviser
• Location: 6991 E CAMELBACK RD, SCOTTSDALE, AZ, 85251
• Phone: (602) 759-0229
• Latest filing: 2026-01-02
• Regulatory AUM: $2.6M
• Discretionary AUM: $2.6M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM.

Clients served: 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 333179 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search