Overview
Assets Under Management: $468 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 62
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.91
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 197
Discretionary Accounts: 190
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 173534
Last Filing Date: 2025-02-27 00:00:00
Website: https://narusfinancial.com