1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CERTEZA FUND ADVISORS LLC

Map pinPROVIDENCE, UT
Phone435-760-0923
NotebookSEC #801-119809
Total AUM
$20.2M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
565 W 465 N
SUITE 150
PROVIDENCE
UT 84332
United States
Operating Hours
9:00 AM -5:00 PM
Monday - Friday
Phone
435-760-0923

ReceiptFinancials

Total AUM
$20.2M
Accounts
1
Discretionary
$20.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Charitable Organization Clients
1
AUM
$20.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account