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Building 2LONE PEAK ADVISERS

Map pinDRAPER, UT
Phone801-855-8886
NotebookSEC #801-127627
Total AUM
$125.4M
Employees
8
Clients
905

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11650 SOUTH STATE STREET
SUITE 200
DRAPER
UT 84020-7150
United States
Operating Hours
08:00AM - 05:00PM
Monday - Friday
Phone
801-855-8886

ReceiptFinancials

Total AUM
$125.4M
Accounts
905
Discretionary
$125.4M
Accounts
905
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
855
AUM
$75.4M
HNW Individual Clients
50
AUM
$50M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAIDMNNVOHPATXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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