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Building 2INTERWISE

Map pinHOLLADAY, UT
Phone801-484-6004
NotebookSEC #801-122564
Total AUM
$369.7M
Employees
10
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3115 EAST LION LANE
SUITE 160
HOLLADAY
UT 84121
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
801-484-6004

ReceiptFinancials

Total AUM
$369.7M
Accounts
1,054
Discretionary
$342.8M
Accounts
895
Non-Discretionary
$27M
Accounts
159

ContactClients

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Individual Clients
158
AUM
$29.4M
HNW Individual Clients
149
AUM
$276.7M
Pension/Profit Sharing Plan Clients
26
AUM
$58.8M
Charitable Organization Clients
1
AUM
$4.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCAIDNEORTXUTWA

HandshakeAffiliates

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

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