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ALBION FINANCIAL GROUP

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

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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 StatusApproved
Firm CRD#105957
SEC#801-18270
Assets Managed by Firm$1,597,683,119
No. of Clients2292
No. of Advisors30

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 ClientsAUM
Firm Total2292$1,597,683,119
Individuals (other than high net worth individuals)539$388,085,142
High net worth individuals207$1,135,255,440
Pension and profit sharing plans9$34,237,378
Charitable organizations11$30,223,599

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