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Julianne Cruz

CONTANGO CAPITAL ADVISORS, INC.·SALT LAKE CITY, Utah
Unclaimed Profile
WELMAN HOLDINGS, INC., SALT LAKE CITY, UT 84133CRD# 1217012Firm CRD# 131308
01

About

Julianne Cruz is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with CONTANGO CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
ZIONS CAPITAL ADVISORS, INC.
ZIONS CAPITAL ADVISORS, INC.
AUM
$1.8B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at ZIONS CAPITAL ADVISORS, INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1217012
Firm CRD# 131308
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julianne Cruz offer?
Julianne Cruz specializes in Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Julianne Cruz's credentials?
Julianne Cruz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julianne Cruz located?
Julianne Cruz is based in SALT LAKE CITY, Utah, working with CONTANGO CAPITAL ADVISORS, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Julianne Cruz charge for services?
Julianne Cruz'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 CONTANGO CAPITAL ADVISORS, INC.?
CONTANGO CAPITAL ADVISORS, INC. has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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