Albion Financial Group
Albion Financial Group (CRD# 105957) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $1,597,683,119 in 2,292 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,598MILLION
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Total Number of Accounts2,292ACCOUNTS
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Average Account Value$697,069
- 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, FL, HI, ID, LA, MN, MT, NH, NV, NY, OR, PA, TX, UT, VA, VT, WA, WY
Catherine Barron (CRD# 4347941) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 25 years of experience in the finance industry.
Elizabeth Bernhard (CRD# 6723664) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has 1 year of experience in the finance industry.
John Bird (CRD# 1252937) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 40 years of experience in the finance industry.
Sarah Bird (CRD# 6727960) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has 1 year of experience in the finance industry.
Jose Biton (CRD# 4605856) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 21 years of experience in the finance industry.
Danielle Gregory (CRD# 6558217) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Carrie Kerr (CRD# 4965799) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 16 years of experience in the finance industry.
Debra Knotts (CRD# 1759748) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 25 years of experience in the finance industry.
William Levitt (CRD# 1252930) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 31 years of experience in the finance industry.
Patrick Lundergan (CRD# 6058604) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 11 years of experience in the finance industry.