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WITNAUER SLOAN & ASSOCIATES LLC
CRD 113765
8777 E VIA DE VENTURA, SUITE 375, SCOTTSDALE, AZ, 85258, United States
Phone
602-493-5930
Fax
480-306-6429
Registration
— (—)
Source
State registered
Total AUM
$56.6M
Discretionary AUM
$53.4M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $21.0M |
| High net worth individuals | 17 | $35.6M |
All web addresses on file
Official SEC filing: View on IAPD