.
About SCOTTSDALE CAPITAL ADVISORS CORPORATION
SCOTTSDALE CAPITAL ADVISORS CORPORATION is a financial advisory firm that provides expert advice and services to clients in need of financial management. With years of experience in the industry, they have established themselves as a trusted source for financial solutions and have helped numerous clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
SCOTTSDALE CAPITAL ADVISORS CORPORATION offers a wide range of services to help clients with their financial needs. Some of the key takeaways include:
- Expert financial advice and management
- Customized financial plans based on individual needs
- Constant monitoring and adjustments to ensure effective financial management
- Access to a team of experienced financial advisors
- Comprehensive portfolio analysis and review
Facts and Insights
As a leading financial advisor, SCOTTSDALE CAPITAL ADVISORS CORPORATION has some noteworthy facts and insights:
- Established in 2003
- Assets under management (AUM) – $3 billion (as of 2019)
- Number of advisors – 20 (as of 2019)
- Consistent track record of generating positive returns for clients
- Experience in various market conditions and economic climates
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2019 | $3 billion | 20 |
| 2018 | $2.5 billion | 18 |
| 2017 | $2.2 billion | 16 |
Financial Services Offered
SCOTTSDALE CAPITAL ADVISORS CORPORATION provides a comprehensive range of financial services to cater to their clients’ needs. Some of the services they offer include:
- Investment management
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Risk management
- Insurance solutions
- And more
Client Types
SCOTTSDALE CAPITAL ADVISORS CORPORATION serves a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Retirees
- And more
Fees & Compensation
SCOTTSDALE CAPITAL ADVISORS CORPORATION’s fees and compensation are transparent and based on a percentage of the assets under management. Their goal is to align their interests with the clients’ by delivering positive returns and helping them achieve their financial goals.
Background
Established in 2003, SCOTTSDALE CAPITAL ADVISORS CORPORATION has over 16 years of experience in providing financial services to their clients. They have a team of experienced financial advisors who are dedicated to helping their clients manage their wealth and achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, SCOTTSDALE CAPITAL ADVISORS CORPORATION is regulated by the Securities and Exchange Commission (SEC). They are legally required to disclose information about their services, fees, investment strategies, and any potential conflicts of interest. This information can be found in their Form ADV, which is available on the SEC’s website and can also be provided upon request by the firm.