Overview
Assets Under Management: $813 million
Headquarters: BOUNTIFUL, UT
High-Net-Worth Clients: 5
Average Client Assets: $56 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.69
Average High-Net-Worth Client Assets: $56 million
Total Client Accounts: 3,999
Discretionary Accounts: 3,999
Regulatory Filings
CRD Number: 113844
Filing ID: 2009911
Last Filing Date: 2025-08-15 18:19:00
Website: https://strategicutah.com