Overview
Assets Under Management: $239 million
Headquarters: MIDVALE, UT
High-Net-Worth Clients: 51
Average Client Assets: $1.9 million
Frequently Asked Questions
E6 PORTFOLIOS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326617), E6 PORTFOLIOS is subject to fiduciary duty under federal law.
E6 PORTFOLIOS is headquartered in MIDVALE, UT.
E6 PORTFOLIOS serves 51 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, E6 PORTFOLIOS offers portfolio management for individuals and selection of other advisors. View all service details ↓
E6 PORTFOLIOS manages $239 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, E6 PORTFOLIOS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.19%
Average Client Assets: $1.9 million
Total Client Accounts: 1,785
Discretionary Accounts: 1,785
Regulatory Filings
CRD Number: 326617
Filing ID: 2057885
Last Filing Date: 2026-03-27 18:47:36