Unclaimed Profile

Bruce Anthony Lefavi

LEFAVI WEALTH MANAGEMENT, INC.·SALT LAKE CITY, Utah

LEFAVI WEALTH MANAGEMENT, INC.

2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT 84109CRD# 1064893Firm CRD# 104961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Anthony Lefavi · SALT LAKE CITY, UT

Registration

CRD #1064893 · LEFAVI WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Bruce Anthony Lefavi is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with LEFAVI WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEFAVI WEALTH MANAGEMENT, INC.

LEFAVI WEALTH MANAGEMENT

AUM

$383M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEFAVI WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1064893

Firm CRD# 104961

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Anthony Lefavi offer?

Bruce Anthony Lefavi specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Bruce Anthony Lefavi's credentials?

Bruce Anthony Lefavi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Anthony Lefavi located?

Bruce Anthony Lefavi is based in SALT LAKE CITY, Utah, working with LEFAVI WEALTH MANAGEMENT, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Bruce Anthony Lefavi charge for services?

Bruce Anthony Lefavi'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 LEFAVI WEALTH MANAGEMENT, INC.?

LEFAVI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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