RIA Intel›Advisers›Arizona›FENGER FINANCIAL, PLLC

FENGER FINANCIAL, PLLC

Advisory

MESA, AZ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$178K

across 138 accounts

AUM per adviser

$25M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$25M

Discretionary %

100%

Clients

138

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients138

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

138 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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STEELE LARSON ADVISORS, LLLP

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-29.6% 1Y

CLEAR SKIES FINANCIAL LLC

GILBERT, AZ

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