JUNCTURE ASSET MANAGEMENT

8777 E. Via De Ventura
Suite 120
Scottsdale, Arizona 85258
Tel: 480-253-4100

About JUNCTURE ASSET MANAGEMENT

JUNCTURE ASSET MANAGEMENT, formally registered with the SEC as JUNCTURE ASSET MANAGEMENT. The firm was established in 01/23/2020. They have over 1 offices throughout the country.

JUNCTURE ASSET MANAGEMENT is a Scottsdale, Arizona based Financial Planning firm with nearly $363,429,014 assets under management, offering retirement planning & investment advisory services to 880 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306349
SEC#	801-117972
Assets Managed by Firm	$363,429,014
No. of Clients	880
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	880	$363,429,014
Individuals (other than high net worth individuals)	233	$34,441,648
High net worth individuals	162	$326,797,196
Pension and profit sharing plans	3	$2,190,170

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