Michael Serio's Contact Details

Michael Serio's Company Details

Ashton Thomas Private Wealth

Phoenix, AZ, US • 50 - 99 Employees
Financial Services

Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Its advisors serve foundations, business entities, and affluent individuals and families through fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry. The firm is headquartered in Scottsdale, Arizona.Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, an SEC registered investment adviser. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Securities brokerage services provided by the entity detailed in your Advisors Part 2B of Form ADV: Brochure Supplement in Item 4: Other Business Activities. Insurance products by the entity detailed in your Advisors Part 2B of Form ADV: Brochure Supplement in Item 4: Other Business Activities. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.