Adviser Profile

As of Date 06/01/2025
Registration status Terminated
ADV Location PROVO, UT, United States
Contact Info 801 xxxxxxx
Websites
AUM* 306,847,259 11%
of that, discretionary 306,847,259 11%
Number of Employees 8 -11%
of those in investment advisory functions 6 -14%
Private Fund GAV* 0
Avg Account Size 852,353 15%
% High Net Worth 25.74% 33%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

307M 263M 219M 175M 132M 88M 44M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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