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Building 2THE PROFESSIONAL FINANCIAL COMPANY LLC

Map pinOREM, UT
Phone(801) 701-2345
NotebookSEC #801-114491
Total AUM
$246.1M
Employees
7
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
384 W CENTER ST
OREM
UT 84057
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(801) 701-2345

ReceiptFinancials

Total AUM
$246.1M
Accounts
575
Discretionary
$246.1M
Accounts
575
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
184
AUM
$38.8M
HNW Individual Clients
71
AUM
$169M
Charitable Organization Clients
7
AUM
$26M
Corporation or Business Clients
1
AUM
$107.3K
Other Clients
22
AUM
$12.1M
Description of Other Clients
TRUSTS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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