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Building 2E6 PORTFOLIOS

Map pinMIDVALE, UT
Phone801-545-8706
NotebookSEC #801-128335
Total AUM
$239.4M
Employees
9
Clients
784

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
EVERSPIRE PLAZA, 6900 S. 900 E.
SUITE 200
MIDVALE
UT 84047
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
801-545-8706

ReceiptFinancials

Total AUM
$239.4M
Accounts
1,785
Discretionary
$239.4M
Accounts
1,785
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
730
AUM
$140.6M
HNW Individual Clients
51
AUM
$96.2M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$214.1K
Other Clients
1
AUM
$481
Description of Other Clients
UNASSIGNED

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
WRAP FEE PROGRAM
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDILNENHNVORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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