Community Wealth Builders
Community Wealth Builders (CRD# 311060) is a financial advisory firm headquartered in Tucson, AZ. They manage $675,920 in 18 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$37,551
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Community Wealth Builders
1
Marico Tippett (CRD# 4821428) is an Investment Advisor Representative working at Community Wealth Builders in Vail, AZ and has over 19 years of experience in the finance industry.
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