Wasatch Advisors LP
Wasatch Advisors LP (CRD# 106081) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $26,663,066,907 in 237 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management26,663MILLION
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Total Number of Accounts237ACCOUNTS
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Average Account Value$112,502,392
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Frank Stolfa (CRD# 2169812) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 20 years of experience in the finance industry.
Catherine Swenson (CRD# 2289597) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 31 years of experience in the finance industry.
James Taylor (CRD# 4521608) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 23 years of experience in the finance industry.
Scott Thomas (CRD# 5258142) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 16 years of experience in the finance industry.
Travis Tucker (CRD# 6243482) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 10 years of experience in the finance industry.
Michael Valentine (CRD# 6971453) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Kartikeya Bhatt (CRD# 5230270) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 16 years of experience in the finance industry.
Austin Bone (CRD# 6167578) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 10 years of experience in the finance industry.
Thomas Bradley (CRD# 7642631) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has 1 year of experience in the finance industry.
Nilesh Dihora (CRD# 5093161) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has 1 year of experience in the finance industry.