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

Building 2SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

Map pinOREM, UT
Phone801.226.7722
NotebookSEC #801-68147
Total AUM
$47.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1329 SOUTH 800 EAST
OREM
UT 84097
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
801.226.7722

ReceiptFinancials

Total AUM
$47.2M
Accounts
313
Discretionary
$46.5M
Accounts
308
Non-Discretionary
$676.2K
Accounts
5

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account