Eric Huefner, financial advisor Salt Lake City UT

Eric Huefner

CRD Number: 5239851
Current Firm: Grandeur Peak Global Advisors

Eric Huefner (CRD# 5239851) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Financial Services, LLC Salt Lake City, UT Oct 2023 - Current < 1
Grandeur Peak Global Advisors LLC Salt Lake City, UT Jul 2011 - Current 12
Alps Distributors Inc. Denver, CO Oct 2006 - Oct 2023 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Eric W. Huefner
Phone Number: 801-384-0000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    6,193
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $344,069,089
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OR, UT

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