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CRD 339607
SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FAMILY OFFICE ADVISORY LLC | MEMBER COMPLIANCE OFFICER | E | yes | 01/2026 | Mar 19, 2026 | Mar 19, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $0 | $0 | 3 | 3 | 1 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $220M | n/a | n/a | n/a | n/a | 3 | n/a | 1 | n/a |