P
CRD: 129497
P3 Financial Management, LLC
Scottsdale, AZ
6024189831
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2004
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
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. Services offered include Business Succession, Charitable Giving, Financial Planning.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Oak summit Legacy pathway Glacier delta Vertex vital Matrix Pathway
Client Personas
Delta
Investment Themes
Ember oak Focus
Investment Vehicles
Prime optima
Services
Ember Insight Ember Unison pioneer Crest Momentum summit Crest matrix Legacy wave
Owner & Executives
C
CHRISTOPHER DAVID SCHEMBRI
Managing Member
- CRD
- #2814715
- Ownership
- 75% or more
(807) 821-1266
oak.crest@radialcapital.com
in linkedin.com/in/beacon-delta
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $3,124,002
Public Funds:
12.6% Equity - Exchange:
43.5% Cash:
43.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,099,736,803 | 12.6% |
| Equity - Exchange | $3,796,710,390 | 43.5% |
| Cash | $3,831,622,670 | 43.9% |
| Total | $8,728,069,863 | 100.0% |