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SIX SIGMA WEALTH ADVISORS, LLC
CRD 290674
9375 EAST SHEA BLVD., SUITE 100, SCOTTSDALE, AZ, 85260, United States
Phone
(480) 669-0069
Fax
(480) 452-0735
Registration
— (—)
Source
State registered
Total AUM
$5.8M
Discretionary AUM
$5.8M
Team
0 total employees; 0 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2019-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $5.4M |
| Pension/profit sharing plans | 1 | $393K |
All web addresses on file
Official SEC filing: View on IAPD