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Building 2FINANCIAL NETWORK WEALTH ADVISORS LLC

Map pinMURRAY, UT
Phone801-748-0044
NotebookSEC #801-123661
Total AUM
$515.4M
Employees
6
Clients
1,828

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 W. WINCHESTER STREET
SUITE 101
MURRAY
UT 84107
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
801-748-0044
Other Offices
2

ReceiptFinancials

Total AUM
$515.4M
Accounts
1,828
Discretionary
$482.2M
Accounts
1,786
Non-Discretionary
$33.2M
Accounts
42

ContactClients

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Individual Clients
1,650
AUM
$194.9M
HNW Individual Clients
114
AUM
$265.5M
Pension/Profit Sharing Plan Clients
42
AUM
$33.2M
Charitable Organization Clients
1
AUM
$731.4K
Corporation or Business Clients
16
AUM
$20.9M
Other Clients
5
AUM
$108.6K
Description of Other Clients
HEALTH SAVINGS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILNVORTXUTVAWAWI

HandshakeAffiliates

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

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