Healthequity Advisors

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).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    16,512
    ACCOUNTS
  • Average Account Value
    $7,401
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
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.

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

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
96
Wealthminder
score

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.

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