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DENTIST ADVISORS
6440 S Wasatch Blvd.
Suite 215
Salt Lake City, Utah 84121
Tel: 801-748-1243
About DENTIST ADVISORS
DENTIST ADVISORS, formally registered with the SEC as DENTIST ADVISORS. The firm was established in 03/04/2019. They have over 3 offices throughout the country.
DENTIST ADVISORS is a Salt Lake City, Utah based Financial Planning firm with nearly $383,604,821 assets under management, offering retirement planning & investment advisory services to 2515 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149559 |
| SEC# | 801-114782 |
| Assets Managed by Firm | $383,604,821 |
| No. of Clients | 2515 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2515 | $383,604,821 |
| Individuals (other than high net worth individuals) | 552 | $75,599,655 |
| High net worth individuals | 134 | $286,742,768 |
| Pension and profit sharing plans | 18 | $20,213,866 |
| Charitable organizations | 3 | $895,525 |
| Corporations or other businesses | 1 | $153,007 |
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|---|---|---|---|
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