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Building 2LONE PEAK ADVISERS

Map pinDRAPER, UT
Phone801-855-8886
NotebookSEC #801-113427
Total AUM
$148M
Employees
10
Clients
440

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11650 SOUTH STATE STREET
SUITE 200
DRAPER
UT 84020
United States
Operating Hours
08:00AM - 05:00PM
Monday - Friday
Phone
801-855-8886

ReceiptFinancials

Total AUM
$148M
Accounts
797
Discretionary
$148M
Accounts
797
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
438
AUM
$115.8M
HNW Individual Clients
2
AUM
$32.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIAIDTXUT

HandshakeAffiliates

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

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