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Home > Retirement Planners > arizona > mesa > TRIBECA FINANCIAL, LLC
TRIBECA FINANCIAL, LLC
2812 N. Norwalk
Ste 103
Mesa, Arizona 85215
Tel: 480-553-6247
About TRIBECA FINANCIAL, LLC
TRIBECA FINANCIAL, LLC, formally registered with the SEC as TRIBECA FINANCIAL, LLC. The firm was established in 07/27/2001. They have over 3 offices throughout the country.
TRIBECA FINANCIAL, LLC is a Mesa, Arizona based Financial Planning firm with nearly $187,956,046 assets under management, offering retirement planning & investment advisory services to 523 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113245 |
| SEC# | 801-60441 |
| Assets Managed by Firm | $187,956,046 |
| No. of Clients | 523 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Other (REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (SOLICITATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 523 | $187,956,046 |
| Individuals (other than high net worth individuals) | 179 | $40,462,545 |
| High net worth individuals | 44 | $94,260,899 |
| Pension and profit sharing plans | 12 | $27,204,115 |
| Charitable organizations | 1 | $30,457 |
| Corporations or other businesses | 15 | $25,069,165 |
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