The Financial Chase LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 174512
- Website
- floydfinancialgroup.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Financial Chase LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured to charge fees based on a percentage of assets under management, hourly charges, and fixed fees. While it does not actively engage in ESG investing, it offers a range of advisory activities tailored to meet the needs of its clients.
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
Contacts
1 of 1
Chase Floyd
PrincipalCRD 5526288
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
- 3920 E Indian School Rd
- Time zone
- MT (UTC-7)
- Office locations
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