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Building 2ARS INVESTMENT ADVISORS, INC.

Map pinKAYSVILLE, UT
Phone385-249-5651
NotebookSEC #801-112807
Total AUM
$107.4M
Employees
5
Clients
513

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
562 NORTH MAIN
SUITE 100
KAYSVILLE
UT 84037
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
385-249-5651

ReceiptFinancials

Total AUM
$107.4M
Accounts
513
Discretionary
$107.4M
Accounts
513
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
478
AUM
$63.8M
HNW Individual Clients
34
AUM
$42.3M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
State Registrations
ARIDLATXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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