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Home > Retirement Planners > utah > salt lake city > PHYSICIAN WEALTH ADVISORS, INC.
PHYSICIAN WEALTH ADVISORS, INC.
310 East 4500 South
Suite 550
Salt Lake City, Utah 84107
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 $1,326,456,795 assets under management, offering retirement planning & investment advisory services to 5064 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106043 |
| SEC# | 801-63664 |
| Assets Managed by Firm | $1,326,456,795 |
| No. of Clients | 5064 |
| No. of Advisors | 14 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5064 | $1,326,456,795 |
| Individuals (other than high net worth individuals) | 804 | $198,944,730 |
| High net worth individuals | 267 | $658,838,703 |
| Pension and profit sharing plans | 43 | $468,673,362 |
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