Falists
← Back to search

RISE FINANCIAL GROUP

BY REFERRAL ONLY, LLC

CRD 284773

Visit website

3303 E BASELINE RD, SUITE 107, GILBERT, AZ, 85234, United States

Phone

480-878-7444

Fax

480-409-7244

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 53 broker-dealer reps

Clients

Fees

Hourly charges; REFERRAL FEES/ERISA FEES

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Pension consultingSelection of other advisersFINANCIAL CONSULTING

All web addresses on file

Official SEC filing: View on IAPD