Unclaimed Profile

Julie Anne Bird

OLYMPUS WEALTH MANAGEMENT, LLC·COTTONWOOD HEIGHTS, Utah

Clean recordOLYMPUS WEALTH MANAGEMENT, LLC

6985 UNION PARK CENTER, COTTONWOOD HEIGHTS, UT 84047CRD# 6845476Firm CRD# 173715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Anne Bird · COTTONWOOD HEIGHTS, UT

Registration

CRD #6845476 · OLYMPUS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julie Anne Bird is a registered financial advisor based in COTTONWOOD HEIGHTS, Utah, affiliated with OLYMPUS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OLYMPUS WEALTH MANAGEMENT, LLC

AUM

$853M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OLYMPUS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6845476

Firm CRD# 173715

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Anne Bird offer?

Julie Anne Bird specializes in Financial Planning, Investment Management. Contact their office in COTTONWOOD HEIGHTS, Utah for a consultation.

What are Julie Anne Bird's credentials?

Julie Anne Bird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Anne Bird located?

Julie Anne Bird is based in COTTONWOOD HEIGHTS, Utah, working with OLYMPUS WEALTH MANAGEMENT, LLC. Their office serves clients in the COTTONWOOD HEIGHTS metropolitan area and surrounding communities.

How does Julie Anne Bird charge for services?

Julie Anne Bird's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLYMPUS WEALTH MANAGEMENT, LLC?

OLYMPUS WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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