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Home > Retirement Planners > arizona > scottsdale > C2C WEALTH MANAGEMENT, LLC
C2C WEALTH MANAGEMENT, LLC
32531 N Scottsdale Rd
Suite 105-121
Scottsdale, Arizona 85266
Tel: (480) 287-2130
About C2C WEALTH MANAGEMENT, LLC
C2C WEALTH MANAGEMENT, LLC, formally registered with the SEC as C2C WEALTH MANAGEMENT, LLC. The firm was established in 03/20/2017. They have over 2 offices throughout the country.
C2C WEALTH MANAGEMENT, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $190,909,793 assets under management, offering retirement planning & investment advisory services to 491 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284148 |
| SEC# | 801-110173 |
| Assets Managed by Firm | $190,909,793 |
| No. of Clients | 491 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 491 | $190,909,793 |
| Individuals (other than high net worth individuals) | 64 | $46,048,265 |
| High net worth individuals | 44 | $144,658,593 |
| Pension and profit sharing plans | Fewer than 5 clients | $202,935 |
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