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YOUR INVESTMENT ADVISOR
YOUR INVESTMENT ADVISOR LLC
CRD 333179
6991 E CAMELBACK RD, SUITE D-300, SCOTTSDALE, AZ, 85251, United States
Phone
(602) 759-0229
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.6M
Discretionary AUM
$2.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $2.6M |
All web addresses on file
Official SEC filing: View on IAPD