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BLUE BARN WEALTH

Tel: (801) 466-4101
370 West Center Street
Orem, Utah  84057

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BLUE BARN WEALTH

BLUE BARN WEALTH is a Orem, Utah based financial advisory firm with nearly $431,416,544 in assets under management and provides investment advisory services for 765 clients. There are currently 11 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 , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

107202

SEC#:

801-118602

No. of Clients:

765

Assets under Management

$431,416,544

No. of Advisors:

11

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