CRD: 284449
North Scottsdale Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-28-2016
- Office Locations
- 1
Office Locations
About North Scottsdale Wealth Advisors, LLC
North Scottsdale Wealth Advisors is an independent, fee-only fiduciary RIA providing customized financial planning and active investment management for retail clients, including business owners and entrepreneurs. The firm emphasizes risk vs. reward analytics to navigate market volatility, with portfolios personally managed by President/CEO/Senior PM David Kahn (20+ years at major Wall Street firms). Portfolios commonly use ETFs and fixed income; custody includes Schwab.
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Owner & Executives
DAVID ALAN KAHN
Advisor, Chief Compliance Officer, Chief Executive Officer, President, Senior Portfolio Manager
- CRD
- #2518226
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,109,306 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,109,306 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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