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WASATCH ADVISORS LP
505 Wakara Way
3rd Floor
Salt Lake City, Utah 84108
Tel: 801-533-0777
About WASATCH ADVISORS LP
WASATCH ADVISORS LP, formally registered with the SEC as WASATCH ADVISORS LP. The firm was established in 10/23/1975. They have over 1 offices throughout the country.
WASATCH ADVISORS LP is a Salt Lake City, Utah based Financial Planning firm with nearly $22,406,537,116 assets under management, offering retirement planning & investment advisory services to 238 clients. The firm is staffed with 90 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 106081 |
| SEC# | 801-11095 |
| Assets Managed by Firm | $22,406,537,116 |
| No. of Clients | 238 |
| No. of Advisors | 90 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 238 | $22,406,537,116 |
| Individuals (other than high net worth individuals) | 8 | $5,159,954 |
| High net worth individuals | 39 | $152,767,028 |
| Pension and profit sharing plans | 25 | $945,196,808 |
| Charitable organizations | 46 | $687,319,402 |
| Other investment advisers | 1 | $5,611,599 |
| Corporations or other businesses | 42 | $274,158,134 |
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|---|---|---|---|
| $43,318,716,000 | 122 | 2250 | |
| $6,250,778,068 | 28608 | 89 | |
| $6,193,243,609 | 18 | 53 | |
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