| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 01/03/2005 |
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| ADV Location | SALT LAKE CITY, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 2,006,590,538 31% |
| of that, discretionary | 1,343,537,209 38% |
| Number of Employees | 15 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 339,755 34% |
| % High Net Worth | 33.01% 22% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$103,020,545 | % Position12.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$94,022,695 | % Position11.00% | $ Change82.00% | # Change58.00% |
| Stck Ticker464288240 | Stock NameISHARES TR | $ Position$44,031,039 | % Position5.00% | $ Change31.00% | # Change18.00% |
| Stck Ticker25434V203 | Stock NameDIMENSIONAL ETF TRUST | $ Position$31,873,049 | % Position4.00% | $ Change7.00% | # Change1.00% |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$30,931,658 | % Position4.00% | $ Change22.00% | # Change4.00% |
| Stck Ticker464287309 | Stock NameISHARES TR | $ Position$31,736,172 | % Position4.00% | $ Change33.00% | # Change9.00% |
| Stck Ticker464287408 | Stock NameISHARES TR | $ Position$27,113,168 | % Position3.00% | $ Change-5.00% | # Change-12.00% |
| Stck Ticker25434V302 | Stock NameDIMENSIONAL ETF TRUST | $ Position$25,765,242 | % Position3.00% | $ Change-2.00% | # Change-18.00% |
| Stck Ticker464287150 | Stock NameISHARES TR | $ Position$20,998,505 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker09290C780 | Stock NameBLACKROCK ETF TRUST | $ Position$16,127,731 | % Position2.00% | $ Change27.00% | # Change-21.00% |