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Building 2YELLOWSTONE PARTNERS

Map pinIDAHO FALLS, ID
Phone208-612-1000
NotebookSEC #801-64771
Total AUM
$230M
Employees
7
Clients
530

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3340 MERLIN DRIVE
STE. 100
IDAHO FALLS
ID 83404
United States
Operating Hours
7:30-4:30
Monday - Friday
Phone
208-612-1000
Other Offices
2

ReceiptFinancials

Total AUM
$230M
Accounts
1,001
Discretionary
$230M
Accounts
1,001
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
450
AUM
$60M
HNW Individual Clients
80
AUM
$170M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILMTNVNYOHORTXUTVAWAWIWV

HandshakeAffiliates

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

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