Bonneville Multi-family Office
Bonneville Multi-family Office (CRD# 156284) is a financial advisory firm headquartered in Provo, UT. They manage $3,600,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Hourly charges
- 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
- Educational seminars/workshops
Michael Roan (CRD# 818620) is an Investment Advisor Representative working at Bonneville Multi-family Office in Provo, UT and has over 25 years of experience in the finance industry. Michael Roan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.