SQUIRE WEALTH ADVISORS

1329 South 800 East
Orem, Utah 84097
Tel: 801-226-7722

About SQUIRE WEALTH ADVISORS

SQUIRE WEALTH ADVISORS, formally registered with the SEC as SQUIRE WEALTH ADVISORS. The firm was established in 09/05/2013. They have over 2 offices throughout the country.

SQUIRE WEALTH ADVISORS is a Orem, Utah based Financial Planning firm with nearly $377,231,871 assets under management, offering retirement planning & investment advisory services to 1383 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117750
SEC#	801-78495
Assets Managed by Firm	$377,231,871
No. of Clients	1383
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1383	$377,231,871
Individuals (other than high net worth individuals)	363	$71,532,160
High net worth individuals	141	$221,930,067
Pension and profit sharing plans	56	$33,617,280
Charitable organizations	6	$11,788,959
Corporations or other businesses	15	$38,363,405

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SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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