Laura GeritzCRD Number: 3179877
Current Firm: Wasatch Advisors Inc.
Laura Geritz (CRD# 3179877) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wasatch Advisors, Inc.||Salt Lake City, UT||Apr 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
Total Assets Under Management17,101MILLIONS
Total Number of Accounts183ACCOUNTS
Average Account Value$93,448,453
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV