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- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-09-2018
- Office Locations
- 2
Office Locations
About Foothills Advisors, LLC
Foothills Advisors, LLC is a Cave Creek, AZ wealth management firm providing investment management and planning for retirement, tax and insurance needs. Portfolios can use equities, fixed income, private non-correlated assets and insurance solutions, built around a customized allocation after detailed goal analysis and rebalanced to manage volatility. The team includes a CPA senior wealth advisor and performs ongoing due diligence with outside managers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JEFFREY MICHAEL JONES
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5542768
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AARON Michael COATES
Chief Compliance Officer, Managing Member, Owner
- CRD
- #7017086
TIMOTHY ANDREW MAIEFSKI
Senior Financial Advisor
- CRD
- #2708450
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,502,878 | $292,052 |
| Non-Discretionary | $0 | -- |
| Total | $128,502,878 | $292,052 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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