Narus Financial Partners, LLC

Narus Financial Partners, LLC (CRD# 173534) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $160,155,167 in 204 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $785,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

AR, AZ, UT

Financial Advisors at Narus Financial Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Trent A. Bowers
CRD#: 4016539
Prescott, AZ
96
Wealthminder
score

Trent Bowers (CRD# 4016539) is an Investment Advisor Representative working at Narus Financial Partners, LLC in Prescott, AZ and has over 17 years of experience in the finance industry. Trent Bowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Curtis T. Lamb
CRD#: 2774690
299 South State Street, Suite 1300, Salt Lake City, UT 84111
93
Wealthminder
score

Curtis Lamb (CRD# 2774690) is an Investment Advisor Representative working at Narus Financial Partners, LLC in Salt Lake City, UT and has over 21 years of experience in the finance industry.

3
Michael W. Robinson
CRD#: 4144709
Topock, AZ
93
Wealthminder
score

Michael Robinson (CRD# 4144709) is an Investment Advisor Representative working at Narus Financial Partners, LLC in Topock, AZ and has over 17 years of experience in the finance industry.

4
Jared D. Stubbs
CRD#: 2813016
299 South State Street, Suite 1300, Salt Lake City, UT 84111
83
Wealthminder
score

Jared Stubbs (CRD# 2813016) is an Investment Advisor Representative working at Narus Financial Partners, LLC in Salt Lake City, UT and has over 21 years of experience in the finance industry.

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