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Alec Scott Berens

ATTESSA CAPITAL LLC·TUCSON, Arizona
Unclaimed Profile
3060 N SWAN RD, TUCSON, AZ 85712CRD# 6504172Firm CRD# 306827
01

About

Alec Scott Berens is a registered financial advisor based in TUCSON, Arizona, affiliated with ATTESSA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ATTESSA CAPITAL LLC
ATTESSA CAPITAL LLC
AUM
$259M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ATTESSA CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Other: FREE
Regulatory
SEC/IARD CRD# 6504172
Firm CRD# 306827
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alec Scott Berens offer?
Alec Scott Berens specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Alec Scott Berens's credentials?
Alec Scott Berens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alec Scott Berens located?
Alec Scott Berens is based in TUCSON, Arizona, working with ATTESSA CAPITAL LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Alec Scott Berens charge for services?
Alec Scott Berens's firm is compensated through percentage of aum, other: free. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATTESSA CAPITAL LLC?
ATTESSA CAPITAL LLC has approximately 7 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
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City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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