Your Investment Advisor
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 333179
- Website
- www.yourinvestmentadv.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Your Investment Advisor operates as an individual-owned limited liability company and is registered as an independent RIA. The firm focuses on portfolio management for individuals and small businesses and charges clients a fee based on assets under management. It does not market itself as an ESG specialist, does not act as a capital allocator to external managers, and is not set up as a multi-state or pension consulting adviser.
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
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities19%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Ryan Haas
OwnerCRD 7980876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 6991 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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