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DRIVE WEALTH ADVISERS

Tel: 801-901-6150
3333 N Digital Drive
#700
Lehi, Utah  84043

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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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