Squire Wealth Advisors

Squire Wealth Advisors (CRD# 117750) is a financial advisory firm headquartered in Orem, UT. They manage $377,231,871 in 1,383 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1329 South 800 East, Orem, UT 84097
http://www.squireinvestment.com
By the Numbers
  • Total Assets Under Management
    377
    MILLION
  • Total Number of Accounts
    1,383
    ACCOUNTS
  • Average Account Value
    $272,763
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
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, TX, UT

Financial Advisors at Squire Wealth Advisors
Showing 11 - 12 of 12 top financial advisors.
11
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 over 4 years of experience in the finance industry.

12
Wade Watkins, financial advisor Salt Lake City UT
Wade K. Watkins
CRD#: 7510369
215 South State Street, #850, Salt Lake City, UT 84111

Wade Watkins (CRD# 7510369) is an Investment Advisor Representative working at Squire Wealth Advisors in Salt Lake City, UT and has over 2 years of experience in the finance industry.

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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.

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