LANDMARK WEALTH ADVISORS, LLC - Financial Advisor in Utah, Farmington

Tel: 801-295-8700 286 South 200 West Suite 230 Farmington, Utah 84025

About LANDMARK WEALTH ADVISORS, LLC

LANDMARK WEALTH ADVISORS, LLC is a Farmington, Utah based financial advisory firm with nearly $122,490,704 in assets under management and provides investment advisory services for 476 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

166989

Firm SEC#:

801-130036

Assets Under Management:

$122,490,704

No. of Clients:

476

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Utah, Farmington

FirmCRD#:133417

SEC#:801-78112

No. of Advisors:6

No. of Clients:149

AUM:$3,812,690,525

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MORETON ASSET MANAGEMENT, LLC

133417

801-78112

149

$3,812,690,525

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