Adviser Profile

As of Date 01/10/2025
Registration status Terminated
ADV Location SALT LAKE CITY, UT, United States
Contact Info 801 xxxxxxx
Websites
AUM* 196,899,372 -41%
of that, discretionary 196,899,372 -41%
Number of Employees 4 -20%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 65,633,124 -21%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies
- State or municipal government entities

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

371M 318M 265M 212M 159M 106M 53M
2016 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary