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Wayne Fredrick Barben

SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC·OREM, Utah
Unclaimed Profile
1329 SOUTH 800 EAST, OREM, UT 84097CRD# 4896531Firm CRD# 117750
01

About

Wayne Fredrick Barben is a registered financial advisor based in OREM, Utah, affiliated with SQUIRE INVESTMENT MANAGEMENT COMPANY, 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
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
SQUIRE WEALTH ADVISORS
AUM
$377M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4896531
Firm CRD# 117750
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wayne Fredrick Barben offer?
Wayne Fredrick Barben specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OREM, Utah for a consultation.
What are Wayne Fredrick Barben's credentials?
Wayne Fredrick Barben is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wayne Fredrick Barben located?
Wayne Fredrick Barben 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 Wayne Fredrick Barben charge for services?
Wayne Fredrick Barben'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 in OREM
Scott Matthew Carlson — FIRSTPURPOSE WEALTH LLCTimothy Alden Christensen — SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCJulie Christine Anderson — SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCJeffrey Dean Lindsay — PETERSON WEALTH ADVISORS, LLCAdam Nathan Taylor — FIRSTPURPOSE WEALTH 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
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