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Building 2CACHETECH

Map pinLOGAN, UT
Phone435-752-1702
NotebookSEC #801-128689
Total AUM
$547.4M
Employees
7
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 S MAIN ST
STE 400
LOGAN
UT 84321
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
435-752-1702

ReceiptFinancials

Total AUM
$547.4M
Accounts
1,845
Discretionary
$547.4M
Accounts
1,845
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$22.7M
Investment Advisor Clients
3
AUM
$524.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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