AdvisorOS Directory
Claim Profile
NW

Natalie Grace Wolfsen

TOWNSQUARE CAPITAL, LLC·PROVO, Utah
Unclaimed Profile
5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 3228035Firm CRD# 288576
01

About

Natalie Grace Wolfsen is a registered financial advisor based in PROVO, Utah, affiliated with TOWNSQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
TOWNSQUARE CAPITAL, LLC
TOWNSQUARE CAPITAL, LLC
AUM
$8.8B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at TOWNSQUARE CAPITAL, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3228035
Firm CRD# 288576
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PROVO?

Browse all registered financial advisors in PROVO, Utah or claim this profile if it's yours.

Browse PROVO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Natalie Grace Wolfsen offer?
Natalie Grace Wolfsen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are Natalie Grace Wolfsen's credentials?
Natalie Grace Wolfsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Grace Wolfsen located?
Natalie Grace Wolfsen is based in PROVO, Utah, working with TOWNSQUARE CAPITAL, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does Natalie Grace Wolfsen charge for services?
Natalie Grace Wolfsen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSQUARE CAPITAL, LLC?
TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PROVO
Nathan Dale White — PARAGON CAPITAL MANAGEMENT INCBrent Alan Cochran — THE NORDEN GROUP LLCWilliam Travis Snider — PORTSIDE WEALTH GROUP, LLCJordan Michael Miller — TOWNSQUARE CAPITAL, LLCBradley Steven Jensen — ACCUVEST GLOBAL ADVISORS, INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile