Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various advisory programs, including managed accounts and third-party managed solutions. Financial planning and consulting services are also available, with fees determined by the specific services provided. Advisory representatives may receive commissions from securities or insurance products purchased through them, creating a potential conflict of interest. The fees, payment structure, and termination features vary by program and are detailed in the respective program brochures and agreements.
Areas of Practice
Advisor Information
Office location
7336 E. Deer Valley Road, Suite 110, Scottsdale, AZ, 85255
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is involved in several insurance-related activities, including Crump&Co General Insurance Agency, Lion Street Private Client Group, Summit Capital Management, and Highland Capital, dedicating about 10-20% of his time to Crump&Co and Summit Capital Management, and a few hours per week to Lion Street. He also owns 14269 N. 87th, LLC, which holds an office condo for personal use, dedicating minimal time.