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DRIVE WEALTH ADVISERS
Tel: 801-901-6150
3333 N Digital Drive #700
Lehi, Utah 84043
DRIVE WEALTH ADVISERS
DRIVE WEALTH ADVISERS is a Lehi, Utah based financial advisory firm with nearly $2,016,635,518 in assets under management and provides investment advisory services for 3750 clients. There are currently 15 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (GENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISE
Firm CRD#:
174728
SEC#:
801-113223
No. of Clients:
3750
Assets under Management
$2,016,635,518
No. of Advisors:
15
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