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Sedona Asset Management Services, LLC (Scottsdale)


Sedona Asset Management Services, LLC is an adviser based in Scottsdale. It manages $45 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona and Indiana.




Sedona Asset Management Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sedona Asset Management Services: assets under management

The assets under management (AUM) of Sedona Asset Management Services, LLC is $45 million. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $636.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sedona Asset Management Services, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Sedona Asset Management Services, LLC performs its advisory services is located at 8432 East Quarterhorse Trail, Scottsdale, AZ 85258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-614-5818 or by fax 480-614-5818. The normal business hours are by appointment only on Monday - Friday.


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