Healthequity Advisors (CRD# 167105) is a financial advisory firm headquartered in Draper, UT. They manage $66,461,063 in 11,552 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management66MILLION
Total Number of Accounts11,552ACCOUNTS
Average Account Value$5,753
- 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