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CPA ADVISORY SERVICES, P.C.
CRD 114170
7373 E. DOUBLETREE RANCH RD., #255, SCOTTSDALE, AZ, 85258, United States
Phone
480-860-1252
Fax
480-860-1253
Registration
— (—)
Source
State registered
Total AUM
$86.6M
Discretionary AUM
$86.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $30.2M |
| High net worth individuals | 28 | $56.3M |
All web addresses on file
Official SEC filing: View on IAPD