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Home > Retirement Planners > utah > salt lake city > SEVEN CANYONS ADVISORS, LLC
SEVEN CANYONS ADVISORS, LLC
22 East 100 South
3rd Floor
Salt Lake City, Utah 84111
Tel: 801-349-2718
About SEVEN CANYONS ADVISORS, LLC
SEVEN CANYONS ADVISORS, LLC, formally registered with the SEC as SEVEN CANYONS ADVISORS, LLC. The firm was established in 02/05/2018. They have over 1 offices throughout the country.
SEVEN CANYONS ADVISORS, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $179,359,590 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290334 |
| SEC# | 801-112404 |
| Assets Managed by Firm | $179,359,590 |
| No. of Clients | 4 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $179,359,590 |
| Pension and profit sharing plans | 1 | $16,935,984 |
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