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TENCAP WEALTH COACHING
SOUTH JORDAN, UT
(801) 221-2956
SEC #801-130427Total AUM
$285M
Employees
7Clients
753Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1314 WEST 11400 SOUTH
SUITE 201
SOUTH JORDAN
UT 84095
United States
SUITE 201
SOUTH JORDAN
UT 84095
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(801) 221-2956
Other Offices
10
Financials
Total AUM
$285M
Accounts
2,087Discretionary
$285M
Accounts
2,087Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
681AUM
$136.2M
HNW Individual Clients
55AUM
$138.8M
Pension/Profit Sharing Plan Clients
13AUM
$4.9M
Charitable Organization Clients
1AUM
$82
Corporation or Business Clients
3AUM
$5.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISOR FEES
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)
State Registrations
AZCACOFLHIIDKSMNNCNDNENVSCTXUTVAWA
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.