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Colby Bryce Tracy

WASATCH VENTURE MANAGEMENT, LLC·LOGAN, Utah
Clean recordWASATCH VENTURE MANAGEMENT, LLC
595 SOUTH RIVERWOODS PARKWAY, LOGAN, UT 84321CRD# 7870603Firm CRD# 326762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colby Bryce Tracy · LOGAN, UT
Registration
CRD #7870603 · WASATCH VENTURE MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Colby Bryce Tracy is a registered financial advisor based in LOGAN, Utah, affiliated with WASATCH VENTURE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WASATCH VENTURE MANAGEMENT, LLC
WASATCH EQUITY PARTNERS
AUM
$312M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WASATCH VENTURE MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7870603
Firm CRD# 326762
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Colby Bryce Tracy offer?
Colby Bryce Tracy specializes in Retirement Planning. Contact their office in LOGAN, Utah for a consultation.
What are Colby Bryce Tracy's credentials?
Colby Bryce Tracy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colby Bryce Tracy located?
Colby Bryce Tracy is based in LOGAN, Utah, working with WASATCH VENTURE MANAGEMENT, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Colby Bryce Tracy charge for services?
Colby Bryce Tracy'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 WASATCH VENTURE MANAGEMENT, LLC?
WASATCH VENTURE MANAGEMENT, LLC has approximately 9 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WASATCH VENTURE MANAGEMENT, LLC

Scott Timothy Stettler
LOGAN, UT
Aaron Richard Gerszewski
LOGAN, UT
Jacob Mark Haueter
LOGAN, UT

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Research
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