Unclaimed Profile

Eric William Huefner

GRANDEUR PEAK GLOBAL ADVISORS, LLC·SALT LAKE CITY, Utah

SIE, Series 6, Series 26, Series 63, Series 65, Series 99TOClean record10 years registeredGRANDEUR PEAK GLOBAL ADVISORS, LLC

136 S MAIN ST, SALT LAKE CITY, UT 84101CRD# 5239851Firm CRD# 158270

Profile Verification

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

Identity

Eric William Huefner · SALT LAKE CITY, UT

Registration

CRD #5239851 · GRANDEUR PEAK GLOBAL ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

NORTHERN LIGHTS DISTRIBUTORS, LLC

Oct 2024 – present

GRANDEUR PEAK GLOBAL ADVISORS

Oct 2015 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · October 13, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANDEUR PEAK GLOBAL ADVISORS, LLC

CRD 158270 · SEC 801-72540

AUM

$6.3B

Regulatory assets under management

Employees

18 client accounts

Services offered by GRANDEUR PEAK GLOBAL ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at GRANDEUR PEAK GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric William Huefner offer?

Eric William Huefner specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Eric William Huefner's credentials?

Eric William Huefner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric William Huefner located?

Eric William Huefner is based in SALT LAKE CITY, Utah, working with GRANDEUR PEAK GLOBAL ADVISORS, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Eric William Huefner charge for services?

Eric William Huefner'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 GRANDEUR PEAK GLOBAL ADVISORS, LLC?

GRANDEUR PEAK GLOBAL ADVISORS, LLC has approximately 53 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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