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LONE PEAK ADVISERS
11650 South State Street
Suite 200
Draper, Utah 84020-7150
Tel: 801-855-8886
About LONE PEAK ADVISERS
LONE PEAK ADVISERS, formally registered with the SEC as LONE PEAK ADVISERS. The firm was established in 03/28/2023. They have over 1 offices throughout the country.
LONE PEAK ADVISERS is a Draper, Utah based Financial Planning firm with nearly $119,000,000 assets under management, offering retirement planning & investment advisory services to 743 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296772 |
| SEC# | 801-127627 |
| Assets Managed by Firm | $119,000,000 |
| No. of Clients | 743 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 743 | $119,000,000 |
| Individuals (other than high net worth individuals) | 681 | $94,000,000 |
| High net worth individuals | 37 | $25,000,000 |
More Retirement Planning firms in Draper, Utah:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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