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Building 2INVESTMENT MANAGEMENT CORPORATION

Map pinBOUNTIFUL, UT
Phone801-951-1088
NotebookSEC #801-64008
Total AUM
$10M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
563 W 500 S
SUITE 225
BOUNTIFUL
UT 84010
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
801-951-1088

ReceiptFinancials

Total AUM
$10M
Accounts
200
Discretionary
$0
Accounts
0
Non-Discretionary
$10M
Accounts
200

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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

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