Associated Professional Investments, LLC is a large advisory firm based in Mesa. It manages $28.43 million of regulatory assets for 194 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Arizona.
Associated Professional Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Associated Professional Investments, LLC is $28.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Associated Professional Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Associated Professional Investments, LLC performs its advisory services is located at 152 N. Power Road, Mesa, AZ 85205, 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 480.981.0551 or by fax 480.981.0804. The normal business hours are 7:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.apimesaaz.com.