Christian Financial Services LLC

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Oro Valley, Arizona
CRD number
15357
Registered since
September 20, 1984

Firm profile

FINTRX

Overview

Christian Financial Services LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 1984. The firm is owner-operated (individual owner) and is classified in the source data as "unclassified," with few public disclosures about its business model or service mix. Available records show several negative flags rather than operational detail: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not designated a multi-state adviser, is not listed as a pension consultant, and is not reported as a related adviser. Information about client types, fee schedules, and specific advisory activities was not provided in the data set. Given the sparse disclosure, third parties evaluating the firm will need to request additional materials (service descriptions, compliance documents, client segmentation and fee schedules) to form a clear picture of its advisory capabilities and target clients.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Doug Brode

    OwnerCRD 1243078

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Oro Valley, AZ

Pima

Location

Oro Valley, AZ

Headquartered in Oro Valley, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area
Tucson-Nogales, AZ
Region
West
County
Pima
Address
2148 E Rio Vistoso Ln
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth