Olympus Peaks Financial, LLC

Olympus Peaks Financial, LLC (CRD# 283040) is a financial advisory firm headquartered in Sandy, UT. They manage $44,658,167 in 159 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $280,869
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
  • Pension consulting services
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.

UT

Financial Advisors at Olympus Peaks Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James L. Dallas
CRD#: 732267
9035 S. 1300 E., Ste. B2, Sandy, UT 84094

James Dallas (CRD# 732267) is an Investment Advisor Representative working at Olympus Peaks Financial, LLC in Sandy, UT and has over 38 years of experience in the finance industry.

2
Reginald T. Maxfield
CRD#: 5308823
9035 S. 1300 E., Ste. B2, Sandy, UT 84094

Reginald Maxfield (CRD# 5308823) is an Investment Advisor Representative working at Olympus Peaks Financial, LLC in Sandy, UT and has over 12 years of experience in the finance industry. Reginald Maxfield 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.

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