MARK BUSSEY & ASSOCIATES, LC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 126899
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mark Bussey & Associates, LLC is a limited liability company specializing in portfolio management for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not classify itself as an active ESG investor, it provides tailored investment strategies to its clients. The firm does not engage in capital allocation or pension consulting, and it is not affiliated with any related advisory entities.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Contacts
1 of 1MARK BUSSEY
PrincipalCRD 2322358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2375 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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