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ABLE FINANCIAL GROUP, LLC
CRD 323646 · SEC 801-127165
8737 E. VIA DE COMMERCIO, SUITE 100, SCOTTSDALE, AZ, 85258, United States
Phone
480-258-6104
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$732.9M
Discretionary AUM
$725.8M
Team
14 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 329 | $105.1M |
| High net worth individuals | 284 | $601.8M |
| Charitable organizations | 6 | $12.4M |
| Corporations/business entities | 5 | $11.5M |
States served
AZ, CA, CO, DC, GA, IL, LA, MD, MA, NY, UT, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD