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GRANDEUR PEAK GLOBAL ADVISORS

136 S Main St
Ste 720
Salt Lake City, Utah 84101
Tel: 801-384-0000

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About GRANDEUR PEAK GLOBAL ADVISORS

GRANDEUR PEAK GLOBAL ADVISORS, formally registered with the SEC as GRANDEUR PEAK GLOBAL ADVISORS. The firm was established in 07/06/2011. They have over 2 offices throughout the country.

GRANDEUR PEAK GLOBAL ADVISORS is a Salt Lake City, Utah based Financial Planning firm with nearly $6,193,243,609 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 53 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158270
SEC#801-72540
Assets Managed by Firm$6,193,243,609
No. of Clients18
No. of Advisors53

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total18$6,193,243,609
Charitable organizationsFewer than 5 clients$937,056,234
Other investment advisersFewer than 5 clients$40,799,691
Corporations or other businessesFewer than 5 clients$293,242,220

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