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Simon James Lennon

UTAH PEAKS CAPITAL, INC.·PARK CITY, Utah
Unclaimed Profile
820 PARK AVENUE, PARK CITY, UT 84060CRD# 7491959Firm CRD# 318446
01

About

Simon James Lennon is a registered financial advisor based in PARK CITY, Utah, affiliated with UTAH PEAKS CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
UTAH PEAKS CAPITAL, INC.
UTAH PEAKS CAPITAL
AUM
$300M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at UTAH PEAKS CAPITAL, INC. →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7491959
Firm CRD# 318446
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Simon James Lennon offer?
Simon James Lennon specializes in Retirement Planning. Contact their office in PARK CITY, Utah for a consultation.
What are Simon James Lennon's credentials?
Simon James Lennon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Simon James Lennon located?
Simon James Lennon is based in PARK CITY, Utah, working with UTAH PEAKS CAPITAL, INC.. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.
How does Simon James Lennon charge for services?
Simon James Lennon's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UTAH PEAKS CAPITAL, INC.?
UTAH PEAKS CAPITAL, INC. has approximately 10 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrew David Hoffman — UTAH PEAKS CAPITAL, INC.Lee Rawson Pantuso — RETV MANAGEMENT, LLCMohammad Jainal Bhuiyan — FUNDRX CAPITAL MANAGEMENT, LLCGurdane Singh Bhutani — FUNDRX CAPITAL MANAGEMENT, LLCDouglas Kurt Schillinger — DW MANAGEMENT SERVICES, L.L.C.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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