Nicholas
Bour

Redwood Private Wealth

CRD#4519410
Investment Advisor
in Phoenix, AZ

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About this Advisor

Nicholas Bour is a financial advisor based in Phoenix, Arizona, working with Redwood Private Wealth. Nicholas has previously held positions at Allstate Financial Services, The Huntington Investment Company, Fsc Securities Corp, Wealth Watch Advisors, Executive Financial Group, Agile Wealth, LLC, Alphastar Capital Management, LLC, Inspire Wealth, Portsmouth-Smartlife Financial Group, LLC, Redwood Private Wealth LLC, Mercury Financial Group, and The Leaders Group Inc. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Nicholas is part of Redwood Private Wealth, which operates out of Phoenix, Arizona. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3930 E. Ray Road Suite 155
Phoenix, AZ 85044

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Redwood Private Wealth Brokerage Details

Total Assets Under Management

$267,560,801

AZ Average: $1,555,372,352
Total Number of Employees

61

AZ Average: 37
Total Number of Accounts

1,788

AZ Average: 1,370
Average Account Size

$149,643

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Nicholas Bour Work History

2023 - Present (1 year)

Redwood Private Wealth LLC

2017 - Present (7 years)

Executive Financial Group

2017 - Present (7 years)

Inspire Wealth

2022 - 2023 (1 year)

Portsmouth-Smartlife Financial Group, LLC

2021 - 2022 (1 year)

Alphastar Capital Management, LLC

2019 - 2021 (2 years)

Agile Wealth, LLC

2018 - 2018 (< 1 year)

Fsc Securities Corp

2018 - 2019 (1 year)

Wealth Watch Advisors

2016 - 2018 (2 years)

Mercury Financial Group

2016 - 2017 (1 year)

The Leaders Group Inc

2014 - 2016 (2 years)

The Huntington Investment Company

2013 - 2014 (1 year)

Allstate Financial Services

Disclosures

Please visit the SEC profile of Nicholas Bour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Redwood Private Wealth

Randall Boscow
Seattle, WA
Bryan Nicolaysen
Highland, NY
William Anderson
Bolton, CT
John Matthews
Phoenix, AZ
John Wright
Phoenix, AZ
Nicholas Bour
Phoenix, AZ
Casey Cason
Phoenix, AZ
Nicholas Greenhouse
Middlebury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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