Assets Under Management
$543.2M
Number of Clients
806
Number of Advisors
7
Average Client AUM
$674K
AUM per Advisor
$77.6M
Compensation
Fee-Only (AUM)
Mulholland Wealth Advisors provides discretionary investment advice to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They determine securities to buy/sell and asset allocation without prior client consultation.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.45% |
All advisory fees are negotiable at the sole discretion of Mulholland.
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251