# Desert Financial Advisers

Desert Financial Advisers is a RIA based in Phoenix, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Phoenix, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** desertfinancial.com

## Regulatory record

- **CRD number:** 113751
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113751

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## People

- James (Jim) Click Jr. — Principal

## 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.

## Related profiles

- [DES Financial Group](https://altss.com/profile/des-financial-group-llc)
- [Deseven](https://altss.com/profile/deseven)

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Last updated: 2026-07-06T01:24:15.295Z

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