Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > tempe > HARDING WEALTH, INC.
HARDING WEALTH, INC.
222 S. Mill Avenue
#800
Tempe, Arizona 85281
Tel: (602) 610-9545
About HARDING WEALTH, INC.
HARDING WEALTH, INC, formally registered with the SEC as HARDING WEALTH, INC. The firm was established in 02/15/2022. They have over 1 offices throughout the country.
HARDING WEALTH, INC. is a Tempe, Arizona based Financial Planning firm with nearly $162,138,463 assets under management, offering retirement planning & investment advisory services to 475 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282686 |
| SEC# | 801-123224 |
| Assets Managed by Firm | $162,138,463 |
| No. of Clients | 475 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 475 | $162,138,463 |
| Individuals (other than high net worth individuals) | 86 | $42,284,395 |
| High net worth individuals | 59 | $119,854,068 |
More Retirement Planning firms in Tempe, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $94,557,613,744 | 437201 | 6838 | |
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Tempe, Arizona