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Robert Kent Shattuck

ATHOS PRIVATE WEALTH LLC·HOLLADAY, Utah
Unclaimed Profile
4725 S HOLLADAY BLVD, HOLLADAY, UT 84117CRD# 5878704Firm CRD# 309862
01

About

Robert Kent Shattuck is a registered financial advisor based in HOLLADAY, Utah, affiliated with ATHOS PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ATHOS PRIVATE WEALTH LLC
ATHOS PRIVATE WEALTH LLC
AUM
$139M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ATHOS PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5878704
Firm CRD# 309862
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Kent Shattuck offer?
Robert Kent Shattuck specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOLLADAY, Utah for a consultation.
What are Robert Kent Shattuck's credentials?
Robert Kent Shattuck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Kent Shattuck located?
Robert Kent Shattuck is based in HOLLADAY, Utah, working with ATHOS PRIVATE WEALTH LLC. Their office serves clients in the HOLLADAY metropolitan area and surrounding communities.
How does Robert Kent Shattuck charge for services?
Robert Kent Shattuck's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATHOS PRIVATE WEALTH LLC?
ATHOS PRIVATE WEALTH LLC has approximately 8 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Richard Lee Wagner — VALUED WEALTH ADVISORS, LLCDavid Holt Smart — FIRST WESTERN ADVISORSParker Jenkins Wagner — VALUED WEALTH ADVISORS, LLCGary Wayne Teran — FIRST WESTERN ADVISORSSusan Child Lunt — LUNT CAPITAL MANAGEMENT INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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