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Building 2NORTH CAPITAL

Map pinSALT LAKE CITY, UT
Phone888-625-7768 X1
NotebookSEC #801-110598
Total AUM
$365.8M
Employees
12
Clients
182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
623 E FORT UNION BLVD.
SUITE 101
SALT LAKE CITY
UT 84047
United States
Operating Hours
8:30 AM - 6:00 PM
Monday - Friday
Phone
888-625-7768 X1
Other Offices
1

ReceiptFinancials

Total AUM
$365.8M
Accounts
550
Discretionary
$343M
Accounts
525
Non-Discretionary
$22.8M
Accounts
25

ContactClients

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Individual Clients
119
AUM
$22.4M
HNW Individual Clients
51
AUM
$246.4M
Banking Clients
1
AUM
$7.2M
Investment Company Clients
1
AUM
$66.7M
Pension/Profit Sharing Plan Clients
3
AUM
$12.7M
Charitable Organization Clients
3
AUM
$6.5M
Corporation or Business Clients
4
AUM
$3.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL PLANNING SOFTWARE SERVICES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGANYTXUT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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