CB
CB

Christopher David Barlow

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
266 clients
Average Client Portfolio
$16.8M average
Assets Under Management
$4.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT, 84121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is a passive investor in Punta Mita Hacienda LLC. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Sepio Capital, LP
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Fort Point Capital Partners LLC
April 2008 - August 2008 · 4 mos
Lombard Street Partners, LLC
September 2006 - December 2018 · 12 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - May 2006 · 8 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.