Overview
Assets Under Management: $208 million
Headquarters: LEHI, UT
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 366
Discretionary Accounts: 366
Regulatory Filings
CRD Number: 321789
Last Filing Date: 2025-01-30 00:00:00
Website: https://igniteplanners.com