FOOTHILLS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CAVE CREEK, Arizona
- CRD number
- 335034
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Foothills Wealth Management, LLC operates as a limited liability company focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured to cater to a diverse client base, offering a variety of advisory activities that include personalized financial strategies and investment management. Though not classified as a capital allocator, the firm emphasizes a tailored approach to meet the specific needs of its clients.
Assets & Accounts
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
Contacts
1 of 1AARON COATES
CCO, Managing MemberCRD 7017086
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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