Advisers in Glendale, AZ

5 advisers in Glendale — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Az Legacy Wealth LLC6751 North Sunset Boulevard, Suite 320 · Glendale, AZ 85305 · (623) 933-3442 · % of assets managedCRD 308906 · % of assets · $65.8 million AUMState registeredNo commissions reported McBee Advisors, INC.19420 N 59th Ave, Suite B239 · Glendale, AZ 85308 · (623) 500-2385 · Financial planningCRD 143223 · % of assets, Hourly charges, Fixed fees · $58.9 million AUMState registeredNo commissions reported Swiss American Asset Management17505 N. 79th Avenue, Suite 112 · Glendale, AZ 85308 · (602) 703-6611 · Financial planningCRD 309852 · % of assets · $15.0 million AUMState registeredNo commissions reported Valhalla Advisors LLC7055 W. Bell Rd, Suite B 20 · Glendale, AZ 85308 · (480) 378-3046 · Financial planningCRD 310811 · % of assets, Hourly charges, Fixed fees · $22.9 million AUMState registeredNo commissions reported Wj Wealth Management18275 North 59th Avenue, B-112 · Glendale, AZ 85308 · (602) 942-1321 · Financial planningCRD 170181 · % of assets · $261.5 million AUMSEC registeredNo commissions reported

Talking to advisers in Glendale? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.