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Building 2FIDUCIARY ADVISORS, LLC

Map pinCOTTONWOOD HEIGHTS, UT
Phone801-492-7341
NotebookSEC #801-72971
Total AUM
$520.2M
Employees
2
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6975 S UNION PARK CTR
#644
COTTONWOOD HEIGHTS
UT 84047
United States
Operating Hours
8:30 A.M. - 5:30
Monday - Friday
Phone
801-492-7341

ReceiptFinancials

Total AUM
$520.2M
Accounts
56
Discretionary
$0
Accounts
0
Non-Discretionary
$520.2M
Accounts
56

ContactClients

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Individual Clients
51
AUM
$1.7M
Pension/Profit Sharing Plan Clients
5
AUM
$518.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPAUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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