1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TANNER CAPITAL MANAGEMENT, LLC

Map pinPROVO, UT
Phone801-377-1144
NotebookSEC #801-64348
Total AUM
$379.4M
Employees
7
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3610 N. UNIVERSITY AVENUE
SUITE 350
PROVO
UT 84604-4473
United States
Operating Hours
8 A.M TO 5 P.M
Monday - Friday
Phone
801-377-1144

ReceiptFinancials

Total AUM
$379.4M
Accounts
300
Discretionary
$200M
Accounts
71
Non-Discretionary
$179.4M
Accounts
229

ContactClients

View more in analytics →

Individual Clients
47
AUM
$12.4M
HNW Individual Clients
70
AUM
$300.7M
Pension/Profit Sharing Plan Clients
1
AUM
$47.9M
Charitable Organization Clients
1
AUM
$18.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TXUT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account