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Building 2PORTSIDE WEALTH GROUP, LLC

Map pinPROVO, UT
Phone385-412-1222
NotebookSEC #801-127529
Total AUM
$1.4B
Employees
54
Clients
6,475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3507 N UNIVERSITY AVE
SUITE 150
PROVO
UT 84604
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
385-412-1222
Other Offices
42

ReceiptFinancials

Total AUM
$1.4B
Accounts
7,819
Discretionary
$1.4B
Accounts
7,819
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,171
AUM
$817.8M
HNW Individual Clients
2,086
AUM
$408.9M
Pension/Profit Sharing Plan Clients
100
AUM
$129.8M
Charitable Organization Clients
4
AUM
$16.6M
Corporation or Business Clients
114
AUM
$58.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
AKARAZCACOCTFLGAIAIDILINKSLAMDMIMNMOMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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