Objective Financial Consulting LLC is a large advisory firm based in Tempe. It manages $49.63 million of regulatory assets for 305 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.
Objective Financial Consulting provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Objective Financial Consulting LLC is $49.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Objective Financial Consulting LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Jerome Witherill has been acting as President since 1 Jan 2000. Rosalie Carol Carroll joined the executive team most recently as the President, Ceo & Chief Compliance Officer.
The principal office where Objective Financial Consulting LLC performs its advisory services is located at 660 S. Mill Avenue, Suite 315, Tempe, AZ 85281, 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) 968-8400 or by fax (480) 968-9966. The normal business hours are 7:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.objectivefc.com.