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Sierra Katharine Smith

LEP MANAGEMENT LLC·SALT LAKE CITY, Utah
Unclaimed Profile
95 S. STATE STREET, SALT LAKE CITY, UT 84111CRD# 7329514Firm CRD# 173481
01

About

Sierra Katharine Smith is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with LEP MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LEP MANAGEMENT LLC
LEP MANAGEMENT LLC
AUM
$469M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at LEP MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: OTHER FEES RECEIVED FROM PORTFOLIO COMPANIES
Regulatory
SEC/IARD CRD# 7329514
Firm CRD# 173481
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sierra Katharine Smith offer?
Sierra Katharine Smith specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Sierra Katharine Smith's credentials?
Sierra Katharine Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sierra Katharine Smith located?
Sierra Katharine Smith is based in SALT LAKE CITY, Utah, working with LEP MANAGEMENT LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Sierra Katharine Smith charge for services?
Sierra Katharine Smith's firm is compensated through percentage of aum, performance-based fees, other: other fees received from portfolio companies. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEP MANAGEMENT LLC?
LEP MANAGEMENT LLC has approximately 12 employees and manages $469M 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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