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Home > Retirement Planners > arizona > scottsdale > EXETER FINANCIAL, LLC
EXETER FINANCIAL, LLC
7001 N. Scottsdale Road
Suite 1055
Scottsdale, Arizona 85253-3644
Tel: 480-588-0830
About EXETER FINANCIAL, LLC
EXETER FINANCIAL, LLC, formally registered with the SEC as EXETER FINANCIAL, LLC. The firm was established in 04/05/2007. They have over 2 offices throughout the country.
EXETER FINANCIAL, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $334,319,615 assets under management, offering retirement planning & investment advisory services to 587 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143420 |
| SEC# | 801-67719 |
| Assets Managed by Firm | $334,319,615 |
| No. of Clients | 587 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 587 | $334,319,615 |
| Individuals (other than high net worth individuals) | 37 | $64,976,625 |
| High net worth individuals | 32 | $265,507,036 |
| Pension and profit sharing plans | Fewer than 5 clients | $938,461 |
| Charitable organizations | Fewer than 5 clients | $2,897,493 |
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