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Building 2NARUS FINANCIAL PARTNERS, LLC

Map pinSALT LAKE CITY, UT
Phone866-534-0530
NotebookSEC #801-80500
Total AUM
$559M
Employees
6
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1245 E. BRICKYARD ROAD
SUITE 160
SALT LAKE CITY
UT 84106
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
866-534-0530
Other Offices
2

ReceiptFinancials

Total AUM
$559M
Accounts
574
Discretionary
$544.9M
Accounts
563
Non-Discretionary
$14.1M
Accounts
11

ContactClients

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Individual Clients
134
AUM
$55.4M
HNW Individual Clients
69
AUM
$446.2M
Charitable Organization Clients
4
AUM
$31.8M
Corporation or Business Clients
1
AUM
$25.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCALATXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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