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MSH CAPITAL ADVISORS LLC
MSH CAPITAL ADVISORS LLC
SCOTTSDALE, Arizona
·
6 registered advisors
·
CRD# 157835
SEC# 801-108933
3
480-563-2021
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MSH CAPITAL ADVISORS LLC
6 registered advisors
Christopher Shane Jordan
SCOTTSDALE, Arizona
CRD# 2843281
Eraine Johnson Parker
SCOTTSDALE, Arizona
CRD# 2337261
Katrina Patricia Santamaria
SCOTTSDALE, Arizona
CRD# 3248779
Marcy Ann Crites
SCOTTSDALE, Arizona
CRD# 6346298
Mark Stephen Howells
SCOTTSDALE, Arizona
CRD# 726921
Tara Lynn Kreizenbeck
SCOTTSDALE, Arizona
CRD# 7141895
05
Office Locations
SCOTTSDALE, Arizona
6 advisors
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Data sourced from SEC Form ADV filings. MSH CAPITAL ADVISORS LLC (CRD# 157835) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.