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Building 2WEALTH NAVIGATION ADVISORS

Map pinCENTERVILLE, UT
Phone801-335-8200
NotebookSEC #801-68025
Total AUM
$72M
Employees
11
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1148 W. LEGACY CROSSING BLVD
SUITE 300
CENTERVILLE
UT 84014
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
801-335-8200

ReceiptFinancials

Total AUM
$72M
Accounts
498
Discretionary
$72M
Accounts
498
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDTXUTWA

HandshakeAffiliates

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

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