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Building 2ALLEGIS ADVISORS, INC.

Map pinSALT LAKE CITY, UT
Phone801-933-1418
NotebookSEC #801-68015
Total AUM
$107.3M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 EAST SOCIAL HALL AVENUE
SUITE 500
SALT LAKE CITY
UT 84136
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
801-933-1418

ReceiptFinancials

Total AUM
$107.3M
Accounts
591
Discretionary
$0
Accounts
0
Non-Discretionary
$107.3M
Accounts
591

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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

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