LONE PEAK ADVISERS
Total AUM
$148M
Employees
10Clients
440Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11650 SOUTH STATE STREET
SUITE 200
DRAPER
UT 84020
United States
SUITE 200
DRAPER
UT 84020
United States
Operating Hours
08:00AM - 05:00PM
Monday - Friday
Monday - Friday
Phone
801-855-8886
Financials
Total AUM
$148M
Accounts
797Discretionary
$148M
Accounts
797Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
438AUM
$115.8M
HNW Individual Clients
2AUM
$32.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZIAIDTXUT
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.