AdvisorOS Directory
Claim Profile
SB

Sarah Marie Boman

AMUSSEN, HUNSAKER & ASSOCIATES, LLC·SALT LAKE CITY, Utah
Unclaimed Profile
275 SOUTH TEMPLE SUITE 204, SALT LAKE CITY, UT 84111CRD# 7041858Firm CRD# 111177
01

About

Sarah Marie Boman is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with AMUSSEN, HUNSAKER & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AMUSSEN, HUNSAKER & ASSOCIATES, LLC
AUM
$725M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at AMUSSEN, HUNSAKER & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7041858
Firm CRD# 111177
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 Sarah Marie Boman offer?
Sarah Marie Boman specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Sarah Marie Boman's credentials?
Sarah Marie Boman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Marie Boman located?
Sarah Marie Boman is based in SALT LAKE CITY, Utah, working with AMUSSEN, HUNSAKER & ASSOCIATES, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Sarah Marie Boman charge for services?
Sarah Marie Boman'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 AMUSSEN, HUNSAKER & ASSOCIATES, LLC?
AMUSSEN, HUNSAKER & ASSOCIATES, LLC has approximately 9 employees and manages $725M 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.Wallace Curtis Peterson — PHYSICIAN WEALTH ADVISORS, INC.Alison Conrad Wistner — MERCATO MANAGEMENT, LLCScott Raymond Burnett — ZIONS CAPITAL ADVISORS, INC.Jennifer 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