CRD: 312715
Desert Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-21-2021
- Office Locations
- 1
Office Locations
About Desert Capital Advisors, LLC
Desert Capital Advisors is an independent, fee-only fiduciary RIA in Henderson, NV providing comprehensive wealth management, including investment management and planning with a risk-vs-reward analytics focus. The firm serves retail clients such as business owners, entrepreneurs, and retirees, building diversified portfolios that include funds/ETFs and fixed income. Securities are offered through Charles Schwab & Co., Inc.
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Owner & Executives
GRAHAM CAMPBELL IRVING
Advisor, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6580298
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,558,950 | -- |
| Non-Discretionary | $8,070,344 | -- |
| Total | $81,629,294 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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