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PHYSICIAN WEALTH ADVISORS, INC.
Tel: 801-747-0800
6820 South 900 East Suite 200
Salt Lake City, Utah 84047
PHYSICIAN WEALTH ADVISORS, INC.
PHYSICIAN WEALTH ADVISORS, INC. is a Salt Lake City, Utah based financial advisory firm with nearly $1,532,368,890 in assets under management and provides investment advisory services for 6048 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 , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM
Firm CRD#:
106043
SEC#:
801-63664
No. of Clients:
6048
Assets under Management
$1,532,368,890
No. of Advisors:
15
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