PRIVATE CLIENT LLC

SCOTTSDALE, Arizona·2 registered advisors·CRD# 145678
SEC# 801-72717480-951-1340
01

Firm Overview

AUM
$40M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRIVATE CLIENT LLC

2 registered advisors
Christopher Charles Wilkinson
SCOTTSDALE, Arizona
CFP
Timothy Damien Moran
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. PRIVATE CLIENT LLC (CRD# 145678) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.