Squire Wealth Advisors

Squire Wealth Advisors (CRD# 117750) is a financial advisory firm headquartered in Orem, UT. They manage $246,549,651 in 903 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1329 South 800 East, Orem, UT 84097
http://www.squireinvestment.com
By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    903
    ACCOUNTS
  • Average Account Value
    $273,034
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

ID, UT

Financial Advisors at Squire Wealth Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Julie Anderson, financial advisor Orem UT
Julie C. Anderson
CRD#: 4889183
1329 South 800 East, Orem, UT 84097

Julie Anderson (CRD# 4889183) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 16 years of experience in the finance industry.

2
David Archibald, financial advisor Orem UT
David L. Archibald
CRD#: 6428399
1329 South 800 East, Orem, UT 84097

David Archibald (CRD# 6428399) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 6 years of experience in the finance industry.

3
Dwayne Asay, financial advisor Orem UT
Dwayne W. Asay
CRD#: 4752392
1329 South 800 East, Orem, UT 84097

Dwayne Asay (CRD# 4752392) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 2 years of experience in the finance industry.

4
Wayne Barben, financial advisor Orem UT
Wayne F. Barben
CRD#: 4896531
1329 South 800 East, Orem, UT 84097

Wayne Barben (CRD# 4896531) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 16 years of experience in the finance industry.

5
David Bigler, financial advisor Orem UT
David D. Bigler
CRD#: 6342130
1329 South 800 East, Orem, UT 84097

David Bigler (CRD# 6342130) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 7 years of experience in the finance industry.

6
Timothy Christensen, financial advisor Orem UT
Timothy A. Christensen
CRD#: 4485323
1329 South 800 East, Orem, UT 84097

Timothy Christensen (CRD# 4485323) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 21 years of experience in the finance industry.

7
Gregory Hyde, financial advisor Orem UT
Gregory O. Hyde
CRD#: 7069738
1329 South 800 East, Orem, UT 84097

Gregory Hyde (CRD# 7069738) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 20 years of experience in the finance industry. Gregory Hyde 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.

8
Clayton Johnson, financial advisor Orem UT
Clayton S. Johnson
CRD#: 6665357
1329 South 800 East, Orem, UT 84097

Clayton Johnson (CRD# 6665357) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 5 years of experience in the finance industry. Clayton Johnson 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.

9
Nathan Larsen, financial advisor Orem UT
Nathan J. Larsen
CRD#: 6276835
1329 South 800 East, Orem, UT 84097

Nathan Larsen (CRD# 6276835) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 7 years of experience in the finance industry.

10
Mckay Lindsey, financial advisor Orem UT
Mckay W. Lindsey
CRD#: 7166331
1329 South 800 East, Orem, UT 84097

Mckay Lindsey (CRD# 7166331) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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