Healthequity Advisors

Healthequity Advisors (CRD# 167105) is a financial advisory firm headquartered in Draper, UT. They manage $1,069,392,062 in 102,270 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,069
    MILLION
  • Total Number of Accounts
    102,270
    ACCOUNTS
  • Average Account Value
    $10,457
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Healthequity Advisors
Showing 1 - 1 of 1 top financial advisors.
1
James R. Ivie
CRD#: 5037555
15 West Scenic Pointe Drive, Suite 100, Draper, UT 84020

James Ivie (CRD# 5037555) is an Investment Advisor Representative working at Healthequity Advisors in Draper, UT and has over 18 years of experience in the finance industry.

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