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William James Mortimer

SOLIDARITY WEALTH, LLC·LEHI, Utah
Unclaimed Profile
3600 N OUTLET PARKWAY, LEHI, UT 84043CRD# 5078207Firm CRD# 315843
01

About

William James Mortimer is a registered financial advisor based in LEHI, Utah, affiliated with SOLIDARITY 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
SOLIDARITY WEALTH, LLC
SOLIDARITY WEALTH, LLC
AUM
$522M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at SOLIDARITY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 5078207
Firm CRD# 315843
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William James Mortimer offer?
William James Mortimer specializes in Financial Planning, Investment Management. Contact their office in LEHI, Utah for a consultation.
What are William James Mortimer's credentials?
William James Mortimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Mortimer located?
William James Mortimer is based in LEHI, Utah, working with SOLIDARITY WEALTH, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does William James Mortimer charge for services?
William James Mortimer's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLIDARITY WEALTH, LLC?
SOLIDARITY WEALTH, LLC has approximately 15 employees and manages $522M 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)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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