212 Wealth Management
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 325317
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
212 Wealth Management is an independent RIA organized as a limited liability company that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its fee arrangements include both a percentage-of-AUM schedule and fixed fees. The firm does not identify as an active ESG investor, is not a capital allocator, and is not licensed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Minas Kourouglos
President and CEOCRD 6440913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 6803 E Main St
- Time zone
- MT (UTC-7)
- Office locations
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