Function Wealth Advisors LLC
Firm details
- Headquarters
- Prescott, Arizona
- CRD number
- 344306
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Function Wealth Advisors LLC is a privately owned limited liability company that provides fee-based financial planning and portfolio management services targeted at individuals and small businesses. The firm reports offering financial planning, portfolio management, and pension consulting services and charges clients through a mix of AUM-based fees, hourly rates, and fixed fees. FINTRX records the firm as registered to do business in Arizona and Tennessee and identifies the owner type as an individual. The firm does not identify as an active ESG investor. FINTRX also records an industry affiliation with an insurance company, which may reflect referral or product relationships rather than a separate advisory entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Prescott, AZ
Yavapai
Location
Prescott, AZ
Headquartered in Prescott, AZ, in the West of the United States.
- Region
- West
- County
- Yavapai
- Address
- 3623 Crossings Dr
- Time zone
- MT (UTC-7)
- Office locations
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