SQUIRE WEALTH ADVISORS - Financial Advisor in Utah, Orem

Tel: 801-226-7722 1329 South 800 East Orem, Utah 84097

About SQUIRE WEALTH ADVISORS

SQUIRE WEALTH ADVISORS is a Orem, Utah based financial advisory firm with nearly $377,231,871 in assets under management and provides investment advisory services for 1383 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

117750

Firm SEC#:

801-78495

Assets Under Management:

$377,231,871

No. of Clients:

1383

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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