AdvisorOS Directory
Claim Profile
AS

Andrew Harvin Schaffernoth

ALTA CAPITAL MANAGEMENT LLC·SALT LAKE CITY, Utah
Unclaimed Profile
6440 SOUTH WASATCH BLVD, SALT LAKE CITY, UT 84121CRD# 4275015Firm CRD# 106786
01

About

Andrew Harvin Schaffernoth is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with ALTA CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ALTA CAPITAL MANAGEMENT LLC
ALTA CAPITAL MANAGEMENT LLC
AUM
$1.7B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at ALTA CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4275015
Firm CRD# 106786
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

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

Browse SALT LAKE CITY 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 Andrew Harvin Schaffernoth offer?
Andrew Harvin Schaffernoth specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Andrew Harvin Schaffernoth's credentials?
Andrew Harvin Schaffernoth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Harvin Schaffernoth located?
Andrew Harvin Schaffernoth is based in SALT LAKE CITY, Utah, working with ALTA CAPITAL MANAGEMENT LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Andrew Harvin Schaffernoth charge for services?
Andrew Harvin Schaffernoth's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTA CAPITAL MANAGEMENT LLC?
ALTA CAPITAL MANAGEMENT LLC has approximately 28 employees and manages $1.7B 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 SALT LAKE CITY
Jason Allen Stock — M3F, INC.Alison Conrad Wistner — MERCATO MANAGEMENT, LLCScott Raymond Burnett — ZIONS CAPITAL ADVISORS, INC.Robert Douglas Thompson — THOMPSON ROBERT DOULGASJennifer Kyle Hash — ZIONS CAPITAL ADVISORS, INC.
Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO 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