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NARUS FINANCIAL PARTNERS, LLC

1245 E. Brickyard Road
Suite 160
Salt Lake City, Utah 84106
Tel: 866-534-0530

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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 StatusApproved
Firm CRD#173534
SEC#801-80500
Assets Managed by Firm$467,737,201
No. of Clients197
No. of Advisors7

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 ClientsAUM
Firm Total197$467,737,201
Individuals (other than high net worth individuals)129$41,232,981
High net worth individuals62$373,776,501
Charitable organizations5$28,220,801
Corporations or other businesses1$24,506,918

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