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Building 2DENTIST ADVISORS

Map pinSALT LAKE CITY, UT
Phone801-748-1243
NotebookSEC #801-114782
Total AUM
$504M
Employees
24
Clients
768

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6440 S WASATCH BLVD.
SUITE 215
SALT LAKE CITY
UT 84121
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
801-748-1243
Other Offices
1

ReceiptFinancials

Total AUM
$504M
Accounts
2,798
Discretionary
$504M
Accounts
2,798
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
585
AUM
$105.2M
HNW Individual Clients
167
AUM
$378.6M
Pension/Profit Sharing Plan Clients
12
AUM
$19.3M
Charitable Organization Clients
3
AUM
$695.5K
Corporation or Business Clients
1
AUM
$193.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAIDILKSKYLAMAMDMNMOMTNCNENHNJNVNYOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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