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 7 offices throughout the country.

ALTA CAPITAL MANAGEMENT LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $1,473,348,203 assets under management, offering retirement planning & investment advisory services to 1572 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106786
SEC#	801-50778
Assets Managed by Firm	$1,473,348,203
No. of Clients	1572
No. of Advisors	25

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1572	$1,473,348,203
Individuals (other than high net worth individuals)	1186	$423,403,308
High net worth individuals	229	$486,911,707
Pension and profit sharing plans	30	$138,233,601
Charitable organizations	8	$16,597,957
Corporations or other businesses	101	$268,153,089

Inquire with ALTA CAPITAL MANAGEMENT LLC

More Retirement Planning firms in Salt Lake City, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$43,318,716,000	122	2250
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$22,406,537,116	238	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$6,250,778,068	28608	89
GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101	$6,193,243,609	18	53
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$5,644,684,596	3387	56

Explore More Retirement Advisors in Salt Lake City, Utah

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.