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Building 2FINANCIAL ADVISORY SERVICES

Map pinSALT LAKE CITY, UT
Phone801-532-1200
NotebookSEC #801-130356
Total AUM
$146.6M
Employees
1
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2225 E. MURRAY HOLLADAY RD.
SUITE 210
SALT LAKE CITY
UT 84117
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
801-532-1200

ReceiptFinancials

Total AUM
$146.6M
Accounts
193
Discretionary
$146.5M
Accounts
191
Non-Discretionary
$69.9K
Accounts
2

ContactClients

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Individual Clients
34
AUM
$3.4M
HNW Individual Clients
39
AUM
$105.6M
Pension/Profit Sharing Plan Clients
1
AUM
$7.7M
Corporation or Business Clients
6
AUM
$29.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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

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