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Building 2SUNDANCE BAY

Map pinSALT LAKE CITY, UT
Phone801-783-3430
NotebookSEC #801-118520
Total AUM
$2.1B
Employees
69
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1240 EAST 2100 SOUTH, SUITE 300
SALT LAKE CITY
UT 84106-2817
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
801-783-3430
Other Offices
2

ReceiptFinancials

Total AUM
$2.1B
Accounts
8
Discretionary
$2B
Accounts
5
Non-Discretionary
$96.7M
Accounts
3

ContactClients

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Pooled Vehicle Clients
7
AUM
$2.1B
Government Entity Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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