Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > tucson > TREIBERG WEALTH MANAGEMENT
TREIBERG WEALTH MANAGEMENT
3573 East Sunrise Drive
Suite 115
Tucson, Arizona 85718
Tel: (520) 232-0505
About TREIBERG WEALTH MANAGEMENT
TREIBERG WEALTH MANAGEMENT, formally registered with the SEC as TREIBERG WEALTH MANAGEMENT. The firm was established in 05/30/2019. They have over 1 offices throughout the country.
TREIBERG WEALTH MANAGEMENT is a Tucson, Arizona based Financial Planning firm with nearly $225,796,680 assets under management, offering retirement planning & investment advisory services to 609 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284140 |
| SEC# | 801-116731 |
| Assets Managed by Firm | $225,796,680 |
| No. of Clients | 609 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- 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 | 609 | $225,796,680 |
| Individuals (other than high net worth individuals) | 116 | $35,592,140 |
| High net worth individuals | 124 | $188,812,260 |
| Pension and profit sharing plans | 1 | $686,880 |
| Corporations or other businesses | 1 | $705,400 |
More Retirement Planning firms in Tucson, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
Explore More Retirement Advisors in Tucson, Arizona