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Julie Christine Anderson

SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC·OREM, Utah
Series 65Clean record21 years registeredSQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
1329 SOUTH 800 EAST, OREM, UT 84097CRD# 4889183Firm CRD# 117750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Christine Anderson · OREM, UT
Registration
CRD #4889183 · SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

SQUIRE WEALTH ADVISORS
Jan 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 6, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD 117750 · SEC 801-78495
AUM
$377M
Regulatory assets under management
Employees
12
1,383 client accounts
Services offered by SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Julie Christine Anderson offer?
Julie Christine Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OREM, Utah for a consultation.
What are Julie Christine Anderson's credentials?
Julie Christine Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Christine Anderson located?
Julie Christine Anderson is based in OREM, Utah, working with SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.
How does Julie Christine Anderson charge for services?
Julie Christine Anderson'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 SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC?
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC has approximately 12 employees and manages $377M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

Timothy Alden Christensen
OREM, UT
Wayne Fredrick Barben
OREM, UT

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