| Total AUM | $1.60B |
| Discretionary | $1.60B100% of AUM |
| Client Accounts | 1,295 |
| Avg Account Size | $1.2M |
| Employees | 19 |
| Peak AUM | $2.20BMar 2022 |
| AUM CAGR | +8.4% /yrover 25 yrs · 58 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | 10.6% | +2.8% | 4.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.60B |
| Discretionary | $1.60B |
| Employees | 19 |
| Client Accounts | 1295 |
| Client Range | 51-100 |
Address
6440 SOUTH WASATCH BLVD
SALT LAKE CITY UT 84121
Phone
801-274-6010
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.6B
| $1.6B |
| 10.6% |
| +2.8% |
| 4.6% |
| Total Accounts | 1k | 4.4% | 6.3% | 14.7% |
| Avg Account Size | $1M | 6.6% | +9.6% | +11.8% |
| Employees | 19 | 32.1% | 8.7% | 3.7% |
| AUM / Employee | $84M | +31.7% | +12.6% | 0.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.0B | 3.8% | +3.5% | 4.8% | |
| Institutional AUM | $478M | 11.4% | +3.9% | 3.1% | |
| Fund / Pooled AUM | $62M | 52.1% | 11.9% | 13.4% | |
| Other AUM | $49M | 30.7% | +1.8% | 0.3% | |
Client Count Segments | |||||
| HNW Clients | 905 | 2.7% | 8.6% | 17.8% | |
| Institutional | 93 | 16.2% | 12.5% | 7.9% | |
| Pooled / Fund | 2 | 33.3% | 30.7% | 22.2% | |
| Individuals | 288 | 4.0% | +7.9% | +0.1% | |