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ATHOS PRIVATE WEALTH LLC
Tel: 435-252-1099
4725 S Holladay Blvd Suite 130
Holladay, Utah 84117
ATHOS PRIVATE WEALTH LLC
ATHOS PRIVATE WEALTH LLC is a Holladay, Utah based financial advisory firm with nearly $139,115,869 in assets under management and provides investment advisory services for 218 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Other (CONSULTING)
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
309862
SEC#:
801-127736
No. of Clients:
218
Assets under Management
$139,115,869
No. of Advisors:
8
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