Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > tucson > SEM WEALTH MANAGEMENT
SEM WEALTH MANAGEMENT
7367 E. Tanque Verde Rd
Tucson, Arizona 85715-3475
Tel: 520-749-4580
About SEM WEALTH MANAGEMENT
SEM WEALTH MANAGEMENT, formally registered with the SEC as SEM WEALTH MANAGEMENT. The firm was established in 07/02/1998. They have over 2 offices throughout the country.
SEM WEALTH MANAGEMENT is a Tucson, Arizona based Financial Planning firm with nearly $817,873,000 assets under management, offering retirement planning & investment advisory services to 2643 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112142 |
| SEC# | 801-55690 |
| Assets Managed by Firm | $817,873,000 |
| No. of Clients | 2643 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2643 | $817,873,000 |
| Individuals (other than high net worth individuals) | 1290 | $193,084,000 |
| High net worth individuals | 260 | $176,873,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $345,000 |
| Charitable organizations | 10 | $1,489,000 |
| Other investment advisers | Fewer than 5 clients | $446,082,000 |
More Retirement Planning firms in Tucson, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $53,243,468,890 | 65 | 135 | |
| $31,053,928,632 | 21 | 150 | |
| $19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
| $5,606,257,800 | 19 | 96 |
Explore More Retirement Advisors in Tucson, Arizona