Adviser Profile

As of Date 07/27/2026
Registration SEC, Approved, 01/17/2014
Other registrations (3)
ADV Location ALPINE, UT, United States
Contact Info 385 xxxxxxx
Websites
AUM* 598,366,135 47%
of that, discretionary 598,366,135 47%
Number of Employees 10
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 3,936,619 100%
% High Net Worth 82.24% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

598M 513M 427M 342M 256M 171M 85M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

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Stck Ticker806407102 Stock NameSCHEIN HENRY INC $ Position$33,404,158 % Position5.00% $ Change20.00% # Change6.00%
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Stck Ticker911312106 Stock NameUNITED PARCEL SVCS INC $ Position$28,056,855 % Position4.00% $ Change7.00% # Change-2.00%
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Brochure Summary