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Building 2INVESTAR INC

Map pinSALT LAKE CITY, UT
Phone801-595-0007
NotebookSEC #801-52678
Total AUM
$39.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
370 EAST SOUTH TEMPLE,SUITE 240
SALT LAKE CITY
UT 84111
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
801-595-0007

ReceiptFinancials

Total AUM
$39.9M
Accounts
132
Discretionary
$39.1M
Accounts
128
Non-Discretionary
$877.1K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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

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