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HEALTHEQUITY ADVISORS
15 West Scenic Pointe Drive
Suite 100
Draper, Utah 84020
Tel: 801-508-3248
About HEALTHEQUITY ADVISORS
HEALTHEQUITY ADVISORS, formally registered with the SEC as HEALTHEQUITY ADVISORS. The firm was established in 04/26/2013. They have over 1 offices throughout the country.
HEALTHEQUITY ADVISORS is a Draper, Utah based Financial Planning firm with nearly $1,194,434,022 assets under management, offering retirement planning & investment advisory services to 107327 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167105 |
| SEC# | 801-78001 |
| Assets Managed by Firm | $1,194,434,022 |
| No. of Clients | 107327 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (PORTFOLIO CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 107327 | $1,194,434,022 |
| Individuals (other than high net worth individuals) | 107327 | $1,194,434,022 |
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