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INTERWISE
Tel: 801-484-6004
2120 East 3900 South Suite 301
Holladay, Utah 84124
INTERWISE
INTERWISE is a Holladay, Utah based financial advisory firm with nearly $230,277,509 in assets under management and provides investment advisory services for 936 clients. There are currently 4 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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
316746
SEC#:
801-122564
No. of Clients:
936
Assets under Management
$230,277,509
No. of Advisors:
4
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