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Home > Retirement Planners > utah > salt lake city > NARUS FINANCIAL PARTNERS, LLC
NARUS FINANCIAL PARTNERS, LLC
1245 E. Brickyard Road
Suite 160
Salt Lake City, Utah 84106
Tel: 866-534-0530
About NARUS FINANCIAL PARTNERS, LLC
NARUS FINANCIAL PARTNERS, LLC, formally registered with the SEC as NARUS FINANCIAL PARTNERS, LLC. The firm was established in 10/27/2014. They have over 3 offices throughout the country.
NARUS FINANCIAL PARTNERS, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $467,737,201 assets under management, offering retirement planning & investment advisory services to 197 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173534 |
| SEC# | 801-80500 |
| Assets Managed by Firm | $467,737,201 |
| No. of Clients | 197 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (INVESTMENT CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 197 | $467,737,201 |
| Individuals (other than high net worth individuals) | 129 | $41,232,981 |
| High net worth individuals | 62 | $373,776,501 |
| Charitable organizations | 5 | $28,220,801 |
| Corporations or other businesses | 1 | $24,506,918 |
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