SCOTTSDALE WEALTH PLANNING, INC.

SCOTTSDALE, Arizona·1 registered advisor·CRD# 169248
SEC# 801-1132070(480) 550-8555
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SCOTTSDALE WEALTH PLANNING, INC.

1 registered advisor
Paul Christopher Ohanian
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. SCOTTSDALE WEALTH PLANNING, INC. (CRD# 169248) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.