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Building 2BANNER CAPITAL MANAGEMENT, LLC

Map pinLEHI, UT
Phone801-290-3333
NotebookSEC #801-130725
Total AUM
$619.2M
Employees
7
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 OUTLET PARKWAY
SUITE 450
LEHI
UT 84048
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
801-290-3333
Other Offices
1

ReceiptFinancials

Total AUM
$619.2M
Accounts
6
Discretionary
$619.2M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$619.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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