MARK BUSSEY & ASSOCIATES, LC

RIASEC Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$283K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
PHOENIX, Arizona
CRD number
126899
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mark Bussey & Associates, LLC is a limited liability company specializing in portfolio management for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not classify itself as an active ESG investor, it provides tailored investment strategies to its clients. The firm does not engage in capital allocation or pension consulting, and it is not affiliated with any related advisory entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Cash & Cash Equivalents 50%50%
  • Exchange Traded Equities50%
  • Cash & Cash Equivalents50%

Contacts

1 of 1
  • MARK BUSSEY

    PrincipalCRD 2322358

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
2375 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth