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Building 2EMERGENT VENTURE PARTNERS

Map pinSOUTH JORDAN, UT
Phone801-949-9607
NotebookSEC #801-129312
Total AUM
$250K
Employees
0
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11541 HARVEST CREST WAY
SOUTH JORDAN
UT 84009
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
801-949-9607

ReceiptFinancials

Total AUM
$250K
Accounts
2
Discretionary
$125K
Accounts
1
Non-Discretionary
$125K
Accounts
1

ContactClients

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Individual Clients
1
AUM
$125K
HNW Individual Clients
1
AUM
$125K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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