Able Financial Group, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 323646
- Registered since
- January 9, 2023
- Website
- ablefinancialgroup.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.11%
- Individuals14.34%
- Charitable Organizations1.69%
- Corporations / Businesses1.57%
- Pension & Profit Sharing Plans0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Able Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2023 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements. The firm does not self-identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities28%
- Cash & Cash Equivalents7%
- Other5%
- Non-Exchange Traded Equities1%
Contacts
3 of 9
Deborah Baldini
Senior Financial AdvisorCRD 862603
Jacob Cavaleri
Registered RepresentativeCRD 7555510
Matthew Cherry
Financial AdvisorCRD 6337411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 149Active vs passive
$515M in ETFs
53%
$273M
44%
$242M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $36M | 791,676 | 6.99% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 8737 E Via De Commercio
- Time zone
- MT (UTC-7)
- Office locations
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