ALTA CAPITAL MANAGEMENT LLC

6440 South Wasatch Blvd
Suite 260
Salt Lake City, Utah 84121
Tel: 801-274-6010

About ALTA CAPITAL MANAGEMENT LLC

ALTA CAPITAL MANAGEMENT LLC, formally registered with the SEC as ALTA CAPITAL MANAGEMENT LLC. The firm was established in 12/11/1995. They have over 8 offices throughout the country.

ALTA CAPITAL MANAGEMENT LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $1,710,281,631 assets under management, offering retirement planning & investment advisory services to 1396 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106786
SEC#	801-50778
Assets Managed by Firm	$1,710,281,631
No. of Clients	1396
No. of Advisors	28

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1396	$1,710,281,631
Individuals (other than high net worth individuals)	982	$384,642,582
High net worth individuals	281	$620,866,932
Pension and profit sharing plans	29	$171,343,974
Charitable organizations	7	$19,939,751
Corporations or other businesses	83	$336,156,435

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