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Building 2GANNETT WEALTH ADVISORS

Map pin
Phone(208)254-0142
NotebookSEC #801-131907
Total AUM
$90.2M
Employees
8
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(208)254-0142
Other Offices
14

ReceiptFinancials

Total AUM
$90.2M
Accounts
312
Discretionary
$90.2M
Accounts
312
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$1.9M
HNW Individual Clients
126
AUM
$87M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLIDILINKSMANCNHOHORSCTNTXVAVTWAWI

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

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