Overview

Our firm has been established for 14 years and we have offices in Provo, UT and in South Jordan, UT. Our practice includes 2 partners, 5 advisors (including partners), and 4 staff members. The partners have a combined 50 years of experience. We are dually registered with a broker/dealer, but 80% of our revenue comes from fees. Our AUM currently is 200MM. We are very much process driven and have instituted streamlined systems to allow another advisor or firm to plug in easily to access staff support. We have also instituted an Associate Advisor program to attract young advisors to our firm to help with client meetings. We have aggressive goals for growth and looking for merger, acquisition, succession, and continuity opportunities. We welcome a quick conversation to explore any mutually beneficial opportunities.

Market
IBD
Last Activity
today

Business Data

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Clearing Firm / Custodian

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