Unclaimed Profile

Sarah Marie Boman

AMUSSEN, HUNSAKER & ASSOCIATES, LLC·SALT LAKE CITY, Utah

Clean recordAMUSSEN, HUNSAKER & ASSOCIATES, LLC

275 SOUTH TEMPLE SUITE 204, SALT LAKE CITY, UT 84111CRD# 7041858Firm CRD# 111177

Profile Verification

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

Identity

Sarah Marie Boman · SALT LAKE CITY, UT

Registration

CRD #7041858 · AMUSSEN, HUNSAKER & ASSOCIATES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

AUM

$725M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMUSSEN, HUNSAKER & ASSOCIATES, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7041858

Firm CRD# 111177

View on FINRA BrokerCheck →

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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.

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