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Adpb Enterprises, Inc. (Phoenix)


Adpb Enterprises, Inc. is a large advisory firm based in Phoenix. It manages $123 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Arizona.




Adpb Enterprises provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Adpb Enterprises: assets under management

The assets under management (AUM) of Adpb Enterprises, Inc. is $123 million. The firm's AUM has grown by 217% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $105 million in discretionary accounts and $18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $433.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adpb Enterprises, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Adpb Enterprises, Inc. performs its advisory services is located at 7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054, 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 480-505-4035 or by fax 480-505-4034. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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