Grandeur Peak Global Advisors

Grandeur Peak Global Advisors (CRD# 158270) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $2,621,694,404 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,622
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $262,169,440
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Grandeur Peak Global Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Liping Cai
CRD#: 5151396
136 S Main St, Ste 720, Salt Lake City, UT 84101
96
Wealthminder
score

Liping Cai (CRD# 5151396) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has over 11 years of experience in the finance industry.

2
Robert T. Gardiner
CRD#: 2305074
136 S Main St, Ste 720, Salt Lake City, UT 84101
96
Wealthminder
score

Robert Gardiner (CRD# 2305074) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has over 25 years of experience in the finance industry.

3
Eric W. Huefner
CRD#: 5239851
136 S Main St, Ste 720, Salt Lake City, UT 84101
93
Wealthminder
score

Eric Huefner (CRD# 5239851) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has over 10 years of experience in the finance industry.

4
Mark R. Siddoway
CRD#: 5997192
136 S Main St, Ste 720, Salt Lake City, UT 84101
93
Wealthminder
score

Mark Siddoway (CRD# 5997192) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has over 5 years of experience in the finance industry.

5
Robert S. Green
CRD#: 6566428
136 S Main St, Ste 720, Salt Lake City, UT 84101
90
Wealthminder
score

Robert Green (CRD# 6566428) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.

6
Amy Hu
CRD#: 6566275
136 S Main St, Ste 720, Salt Lake City, UT 84101
90
Wealthminder
score

Amy Hu (CRD# 6566275) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.

7
Randy E. Pearce
CRD#: 6539516
136 S Main St, Ste 720, Salt Lake City, UT 84101
90
Wealthminder
score

Randy Pearce (CRD# 6539516) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.

8
Spencer P. Stewart
CRD#: 5504744
136 S Main St, Ste 720, Salt Lake City, UT 84101
73
Wealthminder
score

Spencer Stewart (CRD# 5504744) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Salt Lake City, UT and has over 9 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.