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Desert Financial Advisers
DESERT FINANCIAL ADVISERS is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
DESERT FINANCIAL ADVISERS is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Year founded
2012
Location
Region
North America
Country
United States
City
Phoenix
Corporate office
Phoenix, AZ, United States
Principals
James (Jim) Click Jr.
Principal
Sector focus
Frequently asked questions
Does Desert Financial participate in fund commitments or only direct deals?
Desert Financial operates a hybrid model, participating in both fund commitments and direct deals. The office is a known limited partner in Southwest-focused private equity and real estate funds, particularly those investing in Arizona commercial real estate. Select direct deals occur through vehicles like Desert-Troon Investments, which pursues opportunistic development projects.
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