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LONE PEAK ADVISERS

Tel: 801-855-8886
11650 South State Street
Suite 200
Draper, Utah  84020-7150

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LONE PEAK ADVISERS

LONE PEAK ADVISERS is a Draper, Utah based financial advisory firm with nearly $119,000,000 in assets under management and provides investment advisory services for 743 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

296772

SEC#:

801-127627

No. of Clients:

743

Assets under Management

$119,000,000

No. of Advisors:

10

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