SEC-registered investment advisers in Holladay
4 SEC-registered investment advisers are headquartered in Holladay, UT, with $1.75B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $1.75B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Lunt Capital Management | OCIO / institutional wealth | $601M |
| Platform Wealth Management | RIA | $509M |
| Valued Wealth Advisors | RIA | $370M |
| Athos Private Wealth | RIA | $268M |
Holladay at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$1.15B regulatory AUM3 (75%)
- Institutional managers$601M regulatory AUM1 (25%)
Other cities in Utah
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