Financial advisers in Holladay, UT
4 registered investment adviser firms in Holladay managing $1.7B in assets, based on public SEC Form ADV filings.
Lunt Capital Management INC.
Holladay, UT · Est. 2009
Local
- AUM
- $601M
- Per adviser
- $200M
- Advisers
- 3
No reported disclosures
Platform Wealth Advisors
Holladay, UT · Est. 2024
RegionalInternational
- AUM
- $509M
- Per adviser
- $57M
- Advisers
- 9
No reported disclosures
Interwise
Holladay, UT · Est. 2021
Local
- AUM
- $370M
- Per adviser
- $74M
- Advisers
- 5
No reported disclosures
Athos Private Wealth LLC
Holladay, UT · Est. 2023
LocalInternational
- AUM
- $268M
- Per adviser
- $67M
- Advisers
- 4
No reported disclosures