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Building 2FINANCIAL GUARD, LLC

Map pinSALT LAKE CITY, UT
Phone614-973-6999
NotebookSEC #801-78197
Total AUM
$977.3K
Employees
18
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 WEST 200 SOUTH
2ND FLOOR
SALT LAKE CITY
UT 84101
United States
Operating Hours
8 AM TO 6 PM
Monday - Friday
Phone
614-973-6999
Other Offices
5

ReceiptFinancials

Total AUM
$977.3K
Accounts
7
Discretionary
$977.3K
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$977.3K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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