AdvisorOS Directory
Claim Profile
DS

Diane Stewart

SEVEN CANYONS ADVISORS, LLC·SALT LAKE CITY, Utah
Unclaimed Profile
22 EAST 100 SOUTH, SALT LAKE CITY, UT 84111CRD# 7573453Firm CRD# 290334
01

About

Diane Stewart is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with SEVEN CANYONS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SEVEN CANYONS ADVISORS, LLC
SEVEN CANYONS ADVISORS, LLC
AUM
$179M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SEVEN CANYONS ADVISORS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7573453
Firm CRD# 290334
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 Diane Stewart offer?
Diane Stewart specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Diane Stewart's credentials?
Diane Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diane Stewart located?
Diane Stewart is based in SALT LAKE CITY, Utah, working with SEVEN CANYONS ADVISORS, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Diane Stewart charge for services?
Diane Stewart's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEVEN CANYONS ADVISORS, LLC?
SEVEN CANYONS ADVISORS, LLC has approximately 8 employees and manages $179M 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