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Home > Retirement Planners > utah > salt lake city > PHYSICIAN WEALTH ADVISORS, INC.
PHYSICIAN WEALTH ADVISORS, INC.
6820 South 900 East
Suite 200
Salt Lake City, Utah 84047
Tel: 801-747-0800
About PHYSICIAN WEALTH ADVISORS, INC.
PHYSICIAN WEALTH ADVISORS, INC, formally registered with the SEC as PHYSICIAN WEALTH ADVISORS, INC. The firm was established in 01/03/2005. They have over 1 offices throughout the country.
PHYSICIAN WEALTH ADVISORS, INC. is a Salt Lake City, Utah based Financial Planning firm with nearly $1,532,368,890 assets under management, offering retirement planning & investment advisory services to 6048 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106043 |
| SEC# | 801-63664 |
| Assets Managed by Firm | $1,532,368,890 |
| No. of Clients | 6048 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6048 | $1,532,368,890 |
| Individuals (other than high net worth individuals) | 766 | $196,511,294 |
| High net worth individuals | 300 | $779,482,046 |
| Pension and profit sharing plans | 43 | $556,375,550 |
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