Loyal Wealth Management LLC

Loyal Wealth Management LLC (CRD# 305360) is a financial advisory firm headquartered in , . They manage $27,071,780 in 209 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.loyalwealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $129,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Loyal Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Hylan Harper, financial advisor American Fork UT
Hylan A. Harper
CRD#: 4810119
American Fork, UT

Hylan Harper (CRD# 4810119) is an Investment Advisor Representative working at Loyal Wealth Management LLC in American Fork, UT and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals