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ABLE FINANCIAL GROUP, LLC
8737 E. Via De Commercio
Suite 100
Scottsdale, Arizona 85258
Tel: 480-258-6104
About ABLE FINANCIAL GROUP, LLC
ABLE FINANCIAL GROUP, LLC, formally registered with the SEC as ABLE FINANCIAL GROUP, LLC. The firm was established in 01/09/2023. They have over 1 offices throughout the country.
ABLE FINANCIAL GROUP, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $467,401,584 assets under management, offering retirement planning & investment advisory services to 1357 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323646 |
| SEC# | 801-127165 |
| Assets Managed by Firm | $467,401,584 |
| No. of Clients | 1357 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1357 | $467,401,584 |
| Individuals (other than high net worth individuals) | 302 | $105,898,895 |
| High net worth individuals | 185 | $347,498,685 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,744,786 |
| Charitable organizations | 7 | $5,782,904 |
| Corporations or other businesses | 6 | $6,476,314 |
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