DIRECTORY OF REGISTERED ADVISORS
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SQUIRE WEALTH ADVISORS
Tel: 801-226-7722
1329 South 800 East Orem, Utah 84097
SQUIRE WEALTH ADVISORS
SQUIRE WEALTH ADVISORS is a Orem, Utah based financial advisory firm with nearly $377,231,871 in assets under management and provides investment advisory services for 1383 clients. There are currently 12 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#:
117750
SEC#:
801-78495
No. of Clients:
1383
Assets under Management
$377,231,871
No. of Advisors:
12
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