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Building 2EVESTIA FINANCIAL

Map pin
Phone801-960-3228
NotebookSEC #801-121180
Total AUM
$33.3M
Employees
2
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10 AM - 5 PM
Monday - Friday
Phone
801-960-3228

ReceiptFinancials

Total AUM
$33.3M
Accounts
343
Discretionary
$13.8M
Accounts
86
Non-Discretionary
$19.6M
Accounts
257

ContactClients

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Individual Clients
24
AUM
$2.7M
HNW Individual Clients
2
AUM
$11.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$19.6M
Description of Other Clients
MODEL MARKETPLACES

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
THIRD-PARTY MODELS TO UNAFFILIATED RIA'S
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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