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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 $1,409,105,915 assets under management, offering retirement planning & investment advisory services to 2285 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105957 |
| SEC# | 801-18270 |
| Assets Managed by Firm | $1,409,105,915 |
| No. of Clients | 2285 |
| No. of Advisors | 32 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2285 | $1,409,105,915 |
| Individuals (other than high net worth individuals) | 583 | $368,835,463 |
| High net worth individuals | 180 | $967,803,971 |
| Pension and profit sharing plans | 9 | $30,237,653 |
| Charitable organizations | 11 | $29,298,367 |
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