Updated:
CPA Advisory Services, P.C.
CPA Advisory Services, P.C. is an SEC-registered investment adviser in Scottsdale, AZ. The firm manages approximately $76 million in regulatory assets.
CPA Advisory Services, P.C.
CPA Advisory Services, P.C. is an SEC-registered investment adviser in Scottsdale, AZ. The firm manages approximately $76 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Frequently asked questions
What is CPA Advisory Services, P.C.?
CPA Advisory Services, P.C. is a single family office tracked on Altss.
What does Altss track for CPA Advisory Services, P.C.?
Altss maintains an OSINT-verified profile of CPA Advisory Services, P.C. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is CPA Advisory Services, P.C.?
CPA Advisory Services, P.C. is classified by Altss as a Single Family Office.
How does Altss source intelligence on CPA Advisory Services, P.C.?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was CPA Advisory Services, P.C.'s Altss profile last updated?
CPA Advisory Services, P.C.'s profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: