Assets Under Management

$671.7M

Number of Clients

5

Number of Advisors

4

Average Client AUM

$134.3M

AUM per Advisor

$167.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

CacheTech offers services to registered investment advisors (Lead Advisors) including investment management, platform access, trading & execution, billing, and account operations. They provide technology and support to help Lead Advisors manage their clients' investments. CacheTech does not directly serve individual clients.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

701 S Main St, Ste 400, Logan, UT, 84321

4 Advisors at this firm