ALBION FINANCIAL GROUP

812 East 2100 South
Salt Lake City, Utah 84106
Tel: 801-487-3700

About ALBION FINANCIAL GROUP

ALBION FINANCIAL GROUP, formally registered with the SEC as ALBION FINANCIAL GROUP. The firm was established in 02/10/1983. They have over 1 offices throughout the country.

ALBION FINANCIAL GROUP is a Salt Lake City, Utah based Financial Planning firm with nearly $1,597,683,119 assets under management, offering retirement planning & investment advisory services to 2292 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105957
SEC#	801-18270
Assets Managed by Firm	$1,597,683,119
No. of Clients	2292
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2292	$1,597,683,119
Individuals (other than high net worth individuals)	539	$388,085,142
High net worth individuals	207	$1,135,255,440
Pension and profit sharing plans	9	$34,237,378
Charitable organizations	11	$30,223,599

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