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Home > Retirement Planners > arizona > scottsdale > MSH CAPITAL ADVISORS LLC
MSH CAPITAL ADVISORS LLC
23350 N Pima Road
Scottsdale, Arizona 85255-7153
Tel: 480-563-2021
About MSH CAPITAL ADVISORS LLC
MSH CAPITAL ADVISORS LLC, formally registered with the SEC as MSH CAPITAL ADVISORS LLC. The firm was established in 01/13/2017. They have over 4 offices throughout the country.
MSH CAPITAL ADVISORS LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $1,036,575,400 assets under management, offering retirement planning & investment advisory services to 1920 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157835 |
| SEC# | 801-108933 |
| Assets Managed by Firm | $1,036,575,400 |
| No. of Clients | 1920 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- 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 | 1920 | $1,036,575,400 |
| Individuals (other than high net worth individuals) | 1711 | $278,536,931 |
| High net worth individuals | 134 | $425,368,559 |
| Pension and profit sharing plans | 5 | $5,267,346 |
| Charitable organizations | 10 | $7,809,023 |
| Corporations or other businesses | 40 | $133,340,947 |
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