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Paul Bryson Holbrook

NAVIGATE PRIVATE WEALTH, LLC·DRAPER, Utah
Unclaimed Profile
12012 SOUTH 700 EAST, DRAPER, UT 84020CRD# 1173817Firm CRD# 170774
01

About

Paul Bryson Holbrook is a registered financial advisor based in DRAPER, Utah, affiliated with NAVIGATE PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVIGATE PRIVATE WEALTH, LLC
NAVIGATE PRIVATE WEALTH, LLC
AUM
$395M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at NAVIGATE PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1173817
Firm CRD# 170774
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Bryson Holbrook offer?
Paul Bryson Holbrook specializes in Financial Planning, Investment Management. Contact their office in DRAPER, Utah for a consultation.
What are Paul Bryson Holbrook's credentials?
Paul Bryson Holbrook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Bryson Holbrook located?
Paul Bryson Holbrook is based in DRAPER, Utah, working with NAVIGATE PRIVATE WEALTH, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Paul Bryson Holbrook charge for services?
Paul Bryson Holbrook's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGATE PRIVATE WEALTH, LLC?
NAVIGATE PRIVATE WEALTH, LLC has approximately 13 employees and manages $395M 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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