Assets Under Management
$119.0M
Number of Clients
718
Number of Advisors
7
Average Client AUM
$166K
AUM per Advisor
$17.0M
Compensation
Fee-Only (AUM)
Lone Peak Advisers provides continuous investment advice and financial planning services to individuals, high net worth individuals, trusts, estates, 401(k)s, charitable organizations, corporations, and other business entities. They manage assets on a discretionary basis and may utilize internal or third-party asset managers.
11650 South State Street, Suite 200, Draper, UT, 84020-7150