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ALTA CAPITAL MANAGEMENT LLC
SALT LAKE CITY, UT
801-274-6010
SEC #801-50778Total AUM
$1.6B
Employees
19Clients
1,310Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6440 SOUTH WASATCH BLVD
SUITE 260
SALT LAKE CITY
UT 84121
United States
SUITE 260
SALT LAKE CITY
UT 84121
United States
Operating Hours
7:00AM TO 4:00PM
Monday - Friday
Monday - Friday
Phone
801-274-6010
Other Offices
2
Financials
Total AUM
$1.6B
Accounts
1,295Discretionary
$1.6B
Accounts
1,295Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
905AUM
$366.9M
HNW Individual Clients
288AUM
$642.8M
Pooled Vehicle Clients
2AUM
$62.3M
Pension/Profit Sharing Plan Clients
22AUM
$168.1M
Charitable Organization Clients
7AUM
$20.8M
Government Entity Clients
1AUM
$3.2M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
64AUM
$285.5M
Other Clients
20AUM
$48.9M
Description of Other Clients
RELIGIOUS, LIMITED PARTNERSHIPS, UMA PLATFORMS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Pending Civil Proceeding
State Registrations
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Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.