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SQUIRE WEALTH ADVISORS
OREM, UT
801-226-7722
SEC #801-78495Total AUM
$586.7M
Employees
15Clients
588Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1329 SOUTH 800 EAST
OREM
UT 84097
United States
OREM
UT 84097
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
801-226-7722
Other Offices
2
Financials
Total AUM
$586.7M
Accounts
1,537Discretionary
$578.8M
Accounts
1,535Non-Discretionary
$7.9M
Accounts
2
Clients
Individual Clients
342AUM
$80.2M
HNW Individual Clients
197AUM
$348.6M
Pension/Profit Sharing Plan Clients
36AUM
$23.1M
Charitable Organization Clients
1AUM
$14.6M
Corporation or Business Clients
12AUM
$120.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAIDNENYTXUT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.