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North Scottsdale Wealth Advisors
NORTH SCOTTSDALE WEALTH ADVISORS, LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $63 million in regulatory...
Overview
NORTH SCOTTSDALE WEALTH ADVISORS, LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $63 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Sector focus
Frequently asked questions
Is North Scottsdale Wealth Advisors a fiduciary?
As a registered investment advisor, the firm is subject to the fiduciary standard under the Investment Advisers Act of 1940. This means it must place client interests ahead of its own when making investment recommendations. Unlike broker-dealers that operate under a suitability standard, RIAs have an affirmative duty of care and loyalty to their clients.
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