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Building 2ALBION FINANCIAL GROUP

Map pinSALT LAKE CITY, UT
Phone801-487-3700
NotebookSEC #801-18270
Total AUM
$2B
Employees
31
Clients
737

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
812 EAST 2100 SOUTH
SALT LAKE CITY
UT 84106
United States
Operating Hours
7:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
801-487-3700

ReceiptFinancials

Total AUM
$2B
Accounts
2,298
Discretionary
$1.9B
Accounts
1,948
Non-Discretionary
$100.8M
Accounts
350

ContactClients

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Individual Clients
457
AUM
$403.4M
HNW Individual Clients
265
AUM
$1.5B
Pooled Vehicle Clients
2
AUM
$4.2M
Pension/Profit Sharing Plan Clients
5
AUM
$33.9M
Charitable Organization Clients
8
AUM
$37.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDMAMNNVNYOHORPATXUTVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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