ANNE CORNELIUS, CPA, P.C.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
333469
Fee structure
Other
Services
Selection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Anne Cornelius, CPA, P.C. operates as a corporation focused primarily on accounting services. The firm is involved in selecting other advisers, publishing periodicals or newsletters, and conducting educational seminars and workshops. While it does not actively engage in ESG investing, it serves as a capital allocator, indicating an interest in managing and directing investments on behalf of its clients. The firm does not classify itself under a specific advisory category, which reflects its broad range of activities in the financial services sector.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ANNA CORNELIUS

    President, CEOCRD 7992847

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
4300 N Miller Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth