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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2004
- Office Locations
- 1
Office Locations
About P3 Financial Management, LLC
P3 Financial Management, LLC is a Scottsdale-based RIA. The firm has been operating for 22 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 2 clients, or 2 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on November 29, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full P3 Financial Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER DAVID SCHEMBRI
Managing Member
- CRD
- #2814715
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,124,002 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,124,002 | -- |
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Separately Managed Accounts
SMA allocation detail is available
P3 Financial Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.