Bonneville Multi-family Office
Bonneville Multi-family Office (CRD# 156284) is a financial advisory firm headquartered in , . They manage $8,300,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bonneville Multi-family Office
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$461,111
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Bonneville Multi-family Office
1
Michael Roan (CRD# 818620) is an Investment Advisor Representative working at Bonneville Multi-family Office in Provo, UT and has over 32 years of experience in the finance industry.
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