Squire Wealth Advisors

Squire Wealth Advisors (CRD# 117750) is a financial advisory firm headquartered in Orem, UT. They manage $139,157,970 in 727 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

1329 South 800 East, Orem, UT 84097

http://www.squireinvestment.com

By the Numbers

Total Assets Under Management

139

MILLION
Total Number of Accounts

727

ACCOUNTS
Average Account Value

$191,414

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

Registered Investment Advisor

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.

CO, ID, UT

Financial Advisors at Squire Wealth Advisors

Showing 1 - 7 of 7 top financial advisors.

1

Julie C. Anderson

CRD#: 4889183

1329 South 800 East, Orem, UT 84097

93

Wealthminder

score

Julie Anderson (CRD# 4889183) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 13 years of experience in the finance industry.

2

Wayne F. Barben

CRD#: 4896531

1329 South 800 East, Orem, UT 84097

93

Wealthminder

score

Wayne Barben (CRD# 4896531) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 13 years of experience in the finance industry.

3

Timothy A. Christensen

CRD#: 4485323

1329 South 800 East, Orem, UT 84097

93

Wealthminder

score

Timothy Christensen (CRD# 4485323) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 18 years of experience in the finance industry.

4

David L. Archibald

CRD#: 6428399

1329 South 800 East, Orem, UT 84097

90

Wealthminder

score

David Archibald (CRD# 6428399) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 3 years of experience in the finance industry.

5

David D. Bigler

CRD#: 6342130

1329 South 800 East, Orem, UT 84097

90

Wealthminder

score

David Bigler (CRD# 6342130) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 3 years of experience in the finance industry.

6

Nathan J. Larsen

CRD#: 6276835

1329 South 800 East, Orem, UT 84097

90

Wealthminder

score

Nathan Larsen (CRD# 6276835) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 4 years of experience in the finance industry.

7

CRD#: 1563460

1329 South 800 East, Orem, UT 84097

87

Wealthminder

score

Job Pingree (CRD# 1563460) 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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