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Building 2THREE SEASONS WEALTH

Map pinSALT LAKE CITY, UT
Phone801-662-0585
NotebookSEC #801-127982
Total AUM
$1.2B
Employees
14
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 EAST BROADWAY
STE 1250
SALT LAKE CITY
UT 84111
United States
Operating Hours
9-5
Monday - Friday
Phone
801-662-0585

ReceiptFinancials

Total AUM
$1.2B
Accounts
879
Discretionary
$1.2B
Accounts
787
Non-Discretionary
$31.2M
Accounts
92

ContactClients

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Individual Clients
235
AUM
$53.2M
HNW Individual Clients
137
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$509.3K
Charitable Organization Clients
1
AUM
$995.9K
Corporation or Business Clients
18
AUM
$6.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDILNVTXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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