Fiduciary Advisors, LLC

Fiduciary Advisors, LLC (CRD# 104189) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $402,710,963 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7090 South Union Park Avenue, Suite 650, Salt Lake City, UT 84047
http://www.managedplan.com
By the Numbers
  • Total Assets Under Management
    403
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $44,745,663
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, UT

Financial Advisors at Fiduciary Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Clark, financial advisor Salt Lake City UT
Jonathan H. Clark
CRD#: 5539580
7090 South Union Park Avenue, Suite 650, Salt Lake City, UT 84047

Jonathan Clark (CRD# 5539580) is an Investment Advisor Representative working at Fiduciary Advisors, LLC in Salt Lake City, UT and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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