| As of Date | 06/02/2026 |
| Registration | SEC, 120-Day Approval, 03/02/2026 |
| ADV Location | PLEASANT GROVE, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 107,518,073 |
| of that, discretionary | 107,518,073 |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 135,073 |
| % High Net Worth | 5.37% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds