AdvisorOS Directory
Claim Profile
MA

Monica Rosalind Akbar

E6 PORTFOLIOS·MIDVALE, Utah
Unclaimed Profile
EVERSPIRE PLAZA, 6900 S. 900 E., MIDVALE, UT 84047CRD# 6262432Firm CRD# 326617
01

About

Monica Rosalind Akbar is a registered financial advisor based in MIDVALE, Utah, affiliated with E6 PORTFOLIOS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
E6 PORTFOLIOS
E6 PORTFOLIOS
AUM
$120M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at E6 PORTFOLIOS →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6262432
Firm CRD# 326617
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIDVALE?

Browse all registered financial advisors in MIDVALE, Utah or claim this profile if it's yours.

Browse MIDVALE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Monica Rosalind Akbar offer?
Monica Rosalind Akbar specializes in Investment Management. Contact their office in MIDVALE, Utah for a consultation.
What are Monica Rosalind Akbar's credentials?
Monica Rosalind Akbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monica Rosalind Akbar located?
Monica Rosalind Akbar is based in MIDVALE, Utah, working with E6 PORTFOLIOS. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Monica Rosalind Akbar charge for services?
Monica Rosalind Akbar'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 E6 PORTFOLIOS?
E6 PORTFOLIOS has approximately 4 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIDVALE
Richard Ellison Collins — DIVERGENT WEALTH ADVISORS, LLCJennifer Ann Johnson — CORATICUM ASSET MANAGEMENT, LLCMichael Phillip Owen — LEGACY PLANNING GROUPJason Howard Lindquist — E6 PORTFOLIOSArthur David Lipson — WESTERN INVESTMENT LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile