Overview
Assets Under Management: $107 million
Headquarters: ST. GEORGE, UT
High-Net-Worth Clients: 10
Average Client Assets: $7.4 million
Frequently Asked Questions
YOUR IA, 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 #338535), YOUR IA, LLC is subject to fiduciary duty under federal law.
YOUR IA, LLC is headquartered in ST. GEORGE, UT.
YOUR IA, LLC serves 10 high-net-worth clients according to their SEC filing dated April 22, 2026. View client details ↓
According to their SEC Form ADV, YOUR IA, LLC offers financial planning and portfolio management for individuals. View all service details ↓
YOUR IA, LLC manages $107 million in client assets according to their SEC filing dated April 22, 2026.
According to their SEC Form ADV, YOUR IA, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.80%
Average Client Assets: $7.4 million
Total Client Accounts: 272
Discretionary Accounts: 272
Regulatory Filings
CRD Number: 338535
Filing ID: 2097389
Last Filing Date: 2026-04-22 10:57:26