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Jeffrey Todd Brimhall

BLUE BARN WEALTH, LLC·OREM, Utah
Unclaimed Profile
370 WEST CENTER STREET, OREM, UT 84057CRD# 5973171Firm CRD# 107202
01

About

Jeffrey Todd Brimhall is a registered financial advisor based in OREM, Utah, affiliated with BLUE BARN WEALTH, 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
Nonprofits & Foundations
03

Firm Overview

Firm
BLUE BARN WEALTH, LLC
BLUE BARN WEALTH
AUM
$431M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BLUE BARN WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5973171
Firm CRD# 107202
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Todd Brimhall offer?
Jeffrey Todd Brimhall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OREM, Utah for a consultation.
What are Jeffrey Todd Brimhall's credentials?
Jeffrey Todd Brimhall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Todd Brimhall located?
Jeffrey Todd Brimhall is based in OREM, Utah, working with BLUE BARN WEALTH, LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.
How does Jeffrey Todd Brimhall charge for services?
Jeffrey Todd Brimhall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE BARN WEALTH, LLC?
BLUE BARN WEALTH, LLC has approximately 10 employees and manages $431M 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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