| Total AUM | $372.9M |
| Discretionary | $328.6M88% of AUM |
| Non-Discretionary | $44.3M |
| Client Accounts | 781 |
| Avg Account Size | $477K |
| Employees | 7 |
| Peak AUM | $1.33BMar 2018 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $373M | +6.6% | +10.4% | +6.5% | |
| Discretionary AUM | |||||
| Total AUM | $372.9M |
| Discretionary | $328.6M |
| Employees | 7 |
| Client Accounts | 781 |
| Client Range | 251-500 |
Address
4695 SOUTH 1900 WEST
ROY UT 84067
Phone
801-825-3000
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$329M
88.1% of AUM
Non-Discretionary
$44M
11.9% of AUM
Disc. mix ▼ 2.3pp vs 1 year ago
No related registrations reported
| +0.1% /yrover 25 yrs · 41 filings |
Total AUM
$373M
| $329M |
| +3.9% |
| +9.8% |
| +6.0% |
| Non-Disc. AUM | $44M | +32.0% | +15.1% | +10.2% |
| Total Accounts | 781 | +5.3% | +4.1% | +4.2% |
| Avg Account Size | $477,408.469 | +1.3% | +6.0% | +2.2% |
| Employees | 7 | 0.0% | +5.4% | 0.0% |
| AUM / Employee | $53M | +6.6% | +4.7% | +6.5% |
Client AUM Segments | |||||
| Wealth AUM | $367M | +5.0% | +9.8% | +6.2% | |
| Institutional AUM | $6M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 156 | 9.8% | 13.6% | 13.0% | |
| Institutional | 2 | — | — | — | — |
| Individuals | 93 | +2.2% | +114.9% | +31.7% | |