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Building 2TETON WEALTH GROUP LLC

Map pinMURRAY, UT
Phone844-838-6600
NotebookSEC #801-128312
Total AUM
$204M
Employees
24
Clients
849

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
764 E WINCHESTER ST. #100
MURRAY
UT 84107
United States
Operating Hours
8 - 5
Monday - Friday
Phone
844-838-6600
Other Offices
2

ReceiptFinancials

Total AUM
$204M
Accounts
2,417
Discretionary
$204M
Accounts
2,417
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
827
AUM
$190.4M
HNW Individual Clients
1
AUM
$5M
Pension/Profit Sharing Plan Clients
8
AUM
$1.1M
Charitable Organization Clients
1
AUM
$40K
Corporation or Business Clients
12
AUM
$7.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDLANVOKTXUT

HandshakeAffiliates

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

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