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Michael Davis Espinosa

ASSOCIATION FINANCIAL SERVICES INC.·SALT LAKE CITY, Utah
Unclaimed Profile
1935 VINE STREET, SUITE 120, SALT LAKE CITY, UT 84121CRD# 6558518Firm CRD# 142205
01

About

Michael Davis Espinosa is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with ASSOCIATION FINANCIAL SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ASSOCIATION FINANCIAL SERVICES INC.
TRUENORTH WEALTH
AUM
$1.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at ASSOCIATION FINANCIAL SERVICES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS
Regulatory
SEC/IARD CRD# 6558518
Firm CRD# 142205
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Davis Espinosa offer?
Michael Davis Espinosa specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Michael Davis Espinosa's credentials?
Michael Davis Espinosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Davis Espinosa located?
Michael Davis Espinosa is based in SALT LAKE CITY, Utah, working with ASSOCIATION FINANCIAL SERVICES INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Michael Davis Espinosa charge for services?
Michael Davis Espinosa's firm is compensated through percentage of aum, hourly charges, other: institutional clients priced on case-by-case basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSOCIATION FINANCIAL SERVICES INC.?
ASSOCIATION FINANCIAL SERVICES INC. has approximately 17 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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