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James Rex Ivie

HEALTHEQUITY ADVISORS, LLC·DRAPER, Utah
Unclaimed Profile
15 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020CRD# 5037555Firm CRD# 167105
01

About

James Rex Ivie is a registered financial advisor based in DRAPER, Utah, affiliated with HEALTHEQUITY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
HEALTHEQUITY ADVISORS, LLC
HEALTHEQUITY ADVISORS
AUM
$1.2B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at HEALTHEQUITY ADVISORS, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5037555
Firm CRD# 167105
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Rex Ivie offer?
James Rex Ivie specializes in Investment Management. Contact their office in DRAPER, Utah for a consultation.
What are James Rex Ivie's credentials?
James Rex Ivie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Rex Ivie located?
James Rex Ivie is based in DRAPER, Utah, working with HEALTHEQUITY ADVISORS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does James Rex Ivie charge for services?
James Rex Ivie'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 HEALTHEQUITY ADVISORS, LLC?
HEALTHEQUITY ADVISORS, LLC has approximately 8 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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