AdvisorOS Directory
Claim Profile
MM

Michael Casares Mendez

ESTANCIA CAPITAL MANAGEMENT, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
20865 N 90TH PLACE, SCOTTSDALE, AZ 85255CRD# 2273279Firm CRD# 166478
01

About

Michael Casares Mendez is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with ESTANCIA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ESTANCIA CAPITAL MANAGEMENT, LLC
ESTANCIA CAPITAL MANAGEMENT, LLC
AUM
$611M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ESTANCIA CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVISORY OR CONSULTING FEES, AND ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 2273279
Firm CRD# 166478
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Casares Mendez offer?
Michael Casares Mendez specializes in Retirement Planning. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Michael Casares Mendez's credentials?
Michael Casares Mendez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Casares Mendez located?
Michael Casares Mendez is based in SCOTTSDALE, Arizona, working with ESTANCIA CAPITAL MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Michael Casares Mendez charge for services?
Michael Casares Mendez's firm is compensated through percentage of aum, performance-based fees, other: advisory or consulting fees, and administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESTANCIA CAPITAL MANAGEMENT, LLC?
ESTANCIA CAPITAL MANAGEMENT, LLC has approximately 13 employees and manages $611M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SCOTTSDALE
David Blane Daughtrey — COPPERWYND FINANCIAL, LLCLynda Krantz Elley — COPPERWYND FINANCIAL, LLCErick Scot Newton — COPPERWYND FINANCIAL, LLCKristin Rachelle Snyder — VERUS CAPITAL PARTNERS, LLCRobert Duane Mitchell — GIBSON PRIVATE WEALTH, LLC
Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile