1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PERIOPE, LC

Map pinST. GEORGE, UT
Phone435-634-9008
NotebookSEC #801-130296
Total AUM
$177.2M
Employees
3
Clients
628

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
162 NORTH 400 EAST
BLDG. A, SUITE 201
ST. GEORGE
UT 84770
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
435-634-9008

ReceiptFinancials

Total AUM
$177.2M
Accounts
725
Discretionary
$0
Accounts
0
Non-Discretionary
$177.2M
Accounts
725

ContactClients

View more in analytics →

Individual Clients
508
AUM
$53.1M
HNW Individual Clients
120
AUM
$124.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANMNVTXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account