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Home > Retirement Planners > utah > midvale > E6 PORTFOLIOS
E6 PORTFOLIOS
Everspire Plaza, 6900 S. 900 E.
Suite 200
Midvale, Utah 84047
Tel: 801-545-8706
About E6 PORTFOLIOS
E6 PORTFOLIOS, formally registered with the SEC as E6 PORTFOLIOS. The firm was established in 07/13/2023. They have over 1 offices throughout the country.
E6 PORTFOLIOS is a Midvale, Utah based Financial Planning firm with nearly $120,072,353 assets under management, offering retirement planning & investment advisory services to 971 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326617 |
| SEC# | 801-128335 |
| Assets Managed by Firm | $120,072,353 |
| No. of Clients | 971 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (WRAP FEE PROGRAM)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 971 | $120,072,353 |
| Individuals (other than high net worth individuals) | 385 | $65,705,942 |
| High net worth individuals | 39 | $53,296,779 |
| Charitable organizations | Fewer than 5 clients | $1,068,146 |
| Corporations or other businesses | Fewer than 5 clients | $1,486 |
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