| As of Date | 08/11/2026 |
| Registration | SEC, Approved, 01/03/2012 |
| ADV Location | COTTONWOOD HEIGHTS, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 520,231,740 29% |
| of that, discretionary | 0 |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,289,853 -79% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SANVILLE & COMPANY, LLC | Filing Date08/21/2025 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY, LLC | Filing Date12/02/2024 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY | Filing Date11/07/2023 | Form ADV-E View Report |