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Gerald Thomas Garrett

KEELER THOMAS MANAGEMENT LLC·OREM, Utah
Unclaimed Profile
1327 SOUTH 800 EAST, OREM, UT 84097CRD# 4802182Firm CRD# 109522
01

About

Gerald Thomas Garrett is a registered financial advisor based in OREM, Utah, affiliated with KEELER THOMAS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
KEELER THOMAS MANAGEMENT LLC
KEELER THOMAS MANAGEMENT LLC
AUM
$338M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at KEELER THOMAS MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4802182
Firm CRD# 109522
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Thomas Garrett offer?
Gerald Thomas Garrett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OREM, Utah for a consultation.
What are Gerald Thomas Garrett's credentials?
Gerald Thomas Garrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Thomas Garrett located?
Gerald Thomas Garrett is based in OREM, Utah, working with KEELER THOMAS MANAGEMENT LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.
How does Gerald Thomas Garrett charge for services?
Gerald Thomas Garrett's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEELER THOMAS MANAGEMENT LLC?
KEELER THOMAS MANAGEMENT LLC has approximately 13 employees and manages $338M 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)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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