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HEALTHEQUITY ADVISORS

Tel: 801-508-3248
15 West Scenic Pointe Drive
Suite 100
Draper, Utah  84020

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HEALTHEQUITY ADVISORS

HEALTHEQUITY ADVISORS is a Draper, Utah based financial advisory firm with nearly $1,194,434,022 in assets under management and provides investment advisory services for 107327 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Other (PORTFOLIO CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

167105

SEC#:

801-78001

No. of Clients:

107327

Assets under Management

$1,194,434,022

No. of Advisors:

8

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