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
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Bonneville Multi-family Office
Showing 1 - 1 of 1 top financial advisors.
1
Michael C. Roan
CRD#: 818620
Provo, UT

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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