Healthequity Advisors (CRD# 167105) is a financial advisory firm headquartered in Draper, UT. They manage $122,206,017 in 16,512 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management122MILLION
Total Number of Accounts16,512ACCOUNTS
Average Account Value$7,401
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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
James Ivie (CRD# 5037555) is an Investment Advisor Representative working at Healthequity Advisors in Draper, UT and has over 12 years of experience in the finance industry.