Overview
Assets Under Management: $147 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 39
Average Client Assets: $2.7 million
Frequently Asked Questions
FINANCIAL ADVISORY SERVICES 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 #118496), FINANCIAL ADVISORY SERVICES is subject to fiduciary duty under federal law.
FINANCIAL ADVISORY SERVICES is headquartered in SALT LAKE CITY, UT.
FINANCIAL ADVISORY SERVICES serves 39 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL ADVISORY SERVICES offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
FINANCIAL ADVISORY SERVICES manages $147 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, FINANCIAL ADVISORY SERVICES serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.06%
Average Client Assets: $2.7 million
Total Client Accounts: 193
Discretionary Accounts: 191
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 118496
Filing ID: 2085426
Last Filing Date: 2026-03-30 18:01:44