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Able Financial Group, LLC

● SEC registered since 2023CRD 323646SEC# 801-127165Scottsdale, AZ
Export (members)
Reg. AUM
$571M
Employees
13
Accounts
1,484
Location
Scottsdale, AZ

Able Financial Group, LLC assets under management

Able Financial Group, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2023. It reports $571 million in regulatory assets under management and employs 13 people.
www.ablefinancialgroup.comView on SEC.gov ↗

Able Financial Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Adam Michael Brooks ControlChief Compliance OfficerUnder 5%2023
The Brooks Family Trust Dtd 03/20/2022 ControlMemberOver 75%2023
Adam Michael Brooks ControlCo-Trustee—2001
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Frequently asked questions

How much does Able Financial Group, LLC manage?

Able Financial Group, LLC reports $571 million in regulatory assets under management on its Form ADV.

How many employees does Able Financial Group, LLC have?

Able Financial Group, LLC reports 13 employees.

Where is Able Financial Group, LLC located?

Able Financial Group, LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.

Does Able Financial Group, LLC disclose fund performance?

Able Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8737 E. Via de Commercio, Suite 100, Scottsdale, AZ 85258
Phone480-258-6104
Office hours7a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$565.8M
Non-discretionary$5.1M
Total (RAUM)$571M