Juncture Wealth Strategies is an investment advisor in Scottsdale with $301.80 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273871144
SEC advisor number
801-113927
FINRA CRD number
298110
AUM ?
$314.54 mm
(as of 28 Mar 23)
Accounts
805
(as of 28 Mar 23)
Employees
11
(10 investment advisory or research)
Address
Juncture Wealth Strategies
15279 N SCOTTSDALE ROAD
SUITE 230
SCOTTSDALE
AZ 85254
15279 N SCOTTSDALE ROAD
SUITE 230
SCOTTSDALE
AZ 85254
Phone
(480) 253-4100
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Oct 21