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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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