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Building 2ROCK HOUSE FINANCIAL

Map pinFARMINGTON, UT
Phone(801) 447-4200
NotebookSEC #801-113752
Total AUM
$214.9M
Employees
10
Clients
471

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
630 N MAIN STREET
FARMINGTON
UT 84025
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(801) 447-4200

ReceiptFinancials

Total AUM
$214.9M
Accounts
1,216
Discretionary
$214.9M
Accounts
1,216
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
412
AUM
$95.3M
HNW Individual Clients
50
AUM
$109M
Pension/Profit Sharing Plan Clients
1
AUM
$906.4K
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
7
AUM
$8.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ROBO ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNVTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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