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Building 2EVERSPIRE

Map pinMIDVALE, UT
Phone801-545-8706
NotebookSEC #801-116983
Total AUM
$247.7M
Employees
20
Clients
806

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6900 SOUTH 900 EAST
SUITE 200
MIDVALE
UT 84047
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
801-545-8706
Other Offices
1

ReceiptFinancials

Total AUM
$247.7M
Accounts
1,932
Discretionary
$247.7M
Accounts
1,932
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
752
AUM
$145M
HNW Individual Clients
51
AUM
$100.1M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$214.2K
Other Clients
1
AUM
$482
Description of Other Clients
UNASSIGNED

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILNENHNVORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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