1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SEVEN CANYONS ADVISORS, LLC

Map pinSALT LAKE CITY, UT
Phone801-349-2718
NotebookSEC #801-112404
Total AUM
$90M
Employees
6
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 EAST 100 SOUTH
4TH FLOOR
SALT LAKE CITY
UT 84111
United States
Operating Hours
09:00-17:00
Monday - Friday
Phone
801-349-2718

ReceiptFinancials

Total AUM
$90M
Accounts
5
Discretionary
$88.3M
Accounts
4
Non-Discretionary
$1.7M
Accounts
1

ContactClients

View more in analytics →

HNW Individual Clients
2
AUM
$7.2M
Pooled Vehicle Clients
2
AUM
$65.8M
Pension/Profit Sharing Plan Clients
1
AUM
$17M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NYUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account