Foothills Advisors, LLC
Firm details
- Headquarters
- Cave Creek, Arizona
- CRD number
- 298408
- Registered since
- March 13, 2024
- Website
- www.foothillsadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.31%
- Individuals33.56%
- Charitable Organizations0.64%
- Corporations / Businesses0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Foothills Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is individually owned and serves both individual/family and institutional clients. Its advisory model centers on fee-based asset management charged as a percentage of assets under management, supplemented by financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not listed as a multistate adviser. It maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities15%
- Other6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Contacts
3 of 3
Aaron Coates
CCO, Managing MemberCRD 7017086
Jeffrey Jones
PrincipalCRD 5542768
Timothy Maiefski
Senior Financial AdvisorCRD 2708450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cave Creek, AZ
Maricopa
Location
Cave Creek, AZ
Headquartered in Cave Creek, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 6702 E Cave Creek Rd
- Time zone
- MT (UTC-7)
- Office locations
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