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Building 2SPROUT ADVISERS

Map pinLEHI, UT
Phone855-608-9424
NotebookSEC #801-112883
Total AUM
$13.8M
Employees
2
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2912 EXECUTIVE PARKWAY
SUITE 120
LEHI
UT 84043
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
855-608-9424

ReceiptFinancials

Total AUM
$13.8M
Accounts
763
Discretionary
$13.8M
Accounts
763
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
323
AUM
$11.3M
HNW Individual Clients
1
AUM
$2.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAINMAMNNCNJNYOHPATNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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