RIA Intel›Advisers›Arizona›FINANCIAL CONSULTING PROFESSIONALS, LLC

FINANCIAL CONSULTING PROFESSIONALS, LLC

Advisory

SCOTTSDALE, AZ

Data as of Jan 17, 2024 · Source: SEC Form ADV

Average account

$743K

across 14 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 17, 2024.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

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

10 clients

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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CREEKMUR WEALTH MANAGEMENT

$10M

ANDREW JOHN SPILLIOS, CFP

$10M

HOWLETT TAX SERVICES, INC

$10M

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