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Building 2BLUE BARN WEALTH

Map pinOREM, UT
Phone(801) 466-4101
NotebookSEC #801-118602
Total AUM
$317.1M
Employees
9
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
370 WEST CENTER STREET
OREM
UT 84057
United States
Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
(801) 466-4101

ReceiptFinancials

Total AUM
$317.1M
Accounts
681
Discretionary
$294.4M
Accounts
674
Non-Discretionary
$22.6M
Accounts
7

ContactClients

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Individual Clients
180
AUM
$48.3M
HNW Individual Clients
46
AUM
$246.2M
Pension/Profit Sharing Plan Clients
7
AUM
$22.6M

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
AZCACOFLIDNVTXUTWA

HandshakeAffiliates

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

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