| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 08/17/2020 |
| ADV Location | SOUTH OGDEN, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 528,544,411 34% |
| of that, discretionary | 528,544,411 36% |
| Private Fund GAV* | 0 |
| Avg Account Size | 288,035 -71% |
| % High Net Worth | 11.92% 259% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 6 -14%
of those in investment advisory functions 4 -20%
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds