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ME FINANCIAL, PLLC
ME FINANCIAL LLC
CRD 143070
3033 N. CENTRAL AVE. #640, PHOENIX, AZ, 85012, United States
Phone
480-442-5816
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.2M
Discretionary AUM
$10.9M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $10.9M |
| High net worth individuals | 10 | $5.7M |
| Corporations/business entities | 2 | $621K |
All web addresses on file
Official SEC filing: View on IAPD