Overview
Assets Under Management: $321 million
Headquarters: PROVO, UT
High-Net-Worth Clients: 83
Average Client Assets: $3.1 million
Frequently Asked Questions
TANNER CAPITAL MANAGEMENT, LLC 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 #123497), TANNER CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TANNER CAPITAL MANAGEMENT, LLC is headquartered in PROVO, UT.
TANNER CAPITAL MANAGEMENT, LLC serves 83 high-net-worth clients according to their SEC filing dated January 02, 2018. View client details ↓
According to their SEC Form ADV, TANNER CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TANNER CAPITAL MANAGEMENT, LLC manages $321 million in client assets according to their SEC filing dated January 02, 2018.
According to their SEC Form ADV, TANNER CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.09%
Average Client Assets: $3.1 million
Total Client Accounts: 303
Discretionary Accounts: 43
Non-Discretionary Accounts: 260
Regulatory Filings
CRD Number: 123497
Filing ID: 1158118
Last Filing Date: 2018-01-02 16:20:00