SEC-registered investment advisers in Bountiful
3 SEC-registered investment advisers are headquartered in Bountiful, UT, with $4.11B in combined regulatory assets under management. 1 is a financial advisor firm; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 3
- Investment advisers
- $4.11B
- Combined regulatory AUM
- 1
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Summit Global Investments | Mutual funds & ETFs | $2.29B |
| SG Trading Solutions | Mutual funds & ETFs | $912M |
| Strategic Planning Group | RIA | $910M |
Bountiful at a glance
Advisers headquartered here, by type
3
advisers
- Financial advisor firms (RIAs)$910M regulatory AUM1 (33%)
- Mutual fund, ETF and BDC managers$3.2B regulatory AUM2 (67%)
Other cities in Utah
- Salt Lake City46
- Lehi17
- Draper9
- Park City8
- Logan7
- Orem7
- South Jordan6
- Provo5
- Sandy5
- Holladay4
- St. George4
- Centerville3