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Releve Financial Group, LLC

● SEC registered since 2016CRD 285243SEC# 801-108540Scottsdale, AZ
Export (members)
Reg. AUM
$222.8M
Employees
8
Accounts
1,266
Location
Scottsdale, AZ

Releve Financial Group, LLC assets under management

Releve Financial Group, LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2016. It reports $222.8 million in regulatory assets under management and employs 8 people.
twitter.com/dawndahlbyView on SEC.gov ↗

Releve Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dawn Deborah Jurkovich ControlManaging MemberOver 75%2016
Kimberly Karen Bannwarth ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Releve Financial Group, LLC manage?

Releve Financial Group, LLC reports $222.8 million in regulatory assets under management on its Form ADV.

How many employees does Releve Financial Group, LLC have?

Releve Financial Group, LLC reports 8 employees.

Where is Releve Financial Group, LLC located?

Releve Financial Group, LLC is based in Scottsdale, AZ and has been SEC-registered since 2016.

Does Releve Financial Group, LLC disclose fund performance?

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

Contact & registration

Address9375 E Shea Blvd, Suite 100, Scottsdale, AZ 85260
Phone612-801-5440
Office hours9 a.m. To 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1769297
Discloses disciplinary historyNo

Assets under management

Discretionary$222.8M
Non-discretionary$0
Total (RAUM)$222.8M