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Building 2PLATFORM WEALTH ADVISORS

Map pinHOLLADAY, UT
Phone(385) 243-0553
NotebookSEC #801-129811
Total AUM
$509M
Employees
17
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6510 S. MILLROCK DR
HOLLADAY
UT 84121
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(385) 243-0553
Other Offices
2

ReceiptFinancials

Total AUM
$509M
Accounts
776
Discretionary
$471.3M
Accounts
746
Non-Discretionary
$37.8M
Accounts
30

ContactClients

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Individual Clients
178
AUM
$80.3M
HNW Individual Clients
78
AUM
$315.5M
Pension/Profit Sharing Plan Clients
10
AUM
$15.3M
Charitable Organization Clients
1
AUM
$211.8K
Investment Advisor Clients
1
AUM
$2.2M
Corporation or Business Clients
2
AUM
$95.5M

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
AZCAGALANCNENHNJNYORPATXUTWA

HandshakeAffiliates

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Affiliates
Reported 45 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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