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Building 2BURRUS

Map pinSALT LAKE CITY, UT
Phone801-532-0505
NotebookSEC #801-80922
Total AUM
$240.7M
Employees
5
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2455 E PARLEY'S WAY
SUITE 115
SALT LAKE CITY
UT 84109
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
801-532-0505

ReceiptFinancials

Total AUM
$240.7M
Accounts
671
Discretionary
$240.7M
Accounts
671
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
243
AUM
$105.6M
HNW Individual Clients
79
AUM
$135.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCOIDMIMTNMOKSDTXUTWAWI

HandshakeAffiliates

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

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