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Building 2OLYMPUS PEAKS FINANCIAL, LLC

Map pinSANDY, UT
Phone(801) 566-3510
NotebookSEC #801-134885
Total AUM
$141.4M
Employees
1
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9035 S 1300 E STE 120
SANDY
UT 84094
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(801) 566-3510

ReceiptFinancials

Total AUM
$141.4M
Accounts
388
Discretionary
$141.4M
Accounts
388
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$35.4M
HNW Individual Clients
82
AUM
$106.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCOFLMNNCNVOHTNUT

HandshakeAffiliates

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

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