Estate & Retirement Strategies LLC

Estate & Retirement Strategies LLC (CRD# 117134) is a financial advisory firm headquartered in Tempe, AZ. They manage $875,912 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $43,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Estate & Retirement Strategies LLC
Showing 1 - 1 of 1 top financial advisors.
1
Annette M. Bau
CRD#: 1895794
2233 W Baseline Rd, Ste 103, Tempe, AZ 85283

Annette Bau (CRD# 1895794) is an Investment Advisor Representative working at Estate & Retirement Strategies LLC in Tempe, AZ and has over 34 years of experience in the finance industry.

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