| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 01/22/2020 |
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| ADV Location | LEHI, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 1,382,665,452 81% |
| of that, discretionary | 1,382,665,452 81% |
| Number of Employees | 87 43% |
| of those in investment advisory functions | 49 36% |
| Private Fund GAV* | 0 |
| Avg Account Size | 120,736 -2% |
| % High Net Worth | 2.57% -12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Selection of other advisers
- Fixed fees (other than subscription fees)
No private funds