Adviser Profile
| As of Date | 01/02/2025 |
| Registration status | Terminated |
| ADV Location | PROVIDENCE, UT, United States |
| Contact Info | 435 xxxxxxx |
| Websites |
| AUM* | 20,164,350 |
| of that, discretionary | 20,164,350 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,164,350 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds