Family Wealth Advisors
Family Wealth Advisors (CRD# 117475) is a financial advisory firm headquartered in Farmington, UT. They manage $39,555,255 in 157 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Family Wealth Advisors
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts157ACCOUNTS
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Average Account Value$251,944
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Family Wealth Advisors
1
James Knight (CRD# 729539) is an Investment Advisor Representative working at Family Wealth Advisors in Farmington, UT and has over 31 years of experience in the finance industry.
2
James Knight (CRD# 5576866) is an Investment Advisor Representative working at Family Wealth Advisors in Farmington, UT and has over 12 years of experience in the finance industry.
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