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).

By the Numbers
  • Total Assets Under Management
    26,663
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $112,502,392
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wasatch Advisors LP
Showing 31 - 39 of 39 top financial advisors.
31
Lydia B. Gaylord
CRD#: 5454676
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Lydia Gaylord (CRD# 5454676) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 6 years of experience in the finance industry.

32
Anh N. Hoang
CRD#: 5949391
505 S Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Anh Hoang (CRD# 5949391) 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.

33
Amelia S. Kennedy
CRD#: 7288964
505 S Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Amelia Kennedy (CRD# 7288964) 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.

34
Kai Pan
CRD#: 5332552
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Kai Pan (CRD# 5332552) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 13 years of experience in the finance industry.

35
Natalie A. Pesque
CRD#: 7791501
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Natalie Pesque (CRD# 7791501) 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.

36
Michael Rasmussen
CRD#: 7444298
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Michael Rasmussen (CRD# 7444298) 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.

37
Albert Trinkl
CRD#: 7640383
505 S Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Albert Trinkl (CRD# 7640383) 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.

38
Derrick D. Tzau
CRD#: 5705023
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Derrick Tzau (CRD# 5705023) is an Investment Advisor Representative working at Wasatch Advisors LP in Salt Lake City, UT and has over 14 years of experience in the finance industry.

39
Kevin M. Unger
CRD#: 5364766
505 S Wakara Way, 3rd Floor, Salt Lake City, UT 84108

Kevin Unger (CRD# 5364766) 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.

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