Jose BitonCRD Number: 4605856
Current Firm: Albion Financial Group
Jose Biton (CRD# 4605856) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 14 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Albion Financial Group||Salt Lake City, UT||Sep 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
Total Assets Under Management906MILLIONS
Total Number of Accounts1,600ACCOUNTS
Average Account Value$566,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, HI, ID, LA, MN, MT, NH, NV, NY, TX, UT, VA, VT, WA