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Steven M Racker

ALTA CAPITAL MANAGEMENT LLC·SALT LAKE CITY, Utah
Unclaimed Profile
6440 SOUTH WASATCH BLVD, SALT LAKE CITY, UT 84121CRD# 7510892Firm CRD# 106786
01

About

Steven M Racker is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with ALTA CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ALTA CAPITAL MANAGEMENT LLC
ALTA CAPITAL MANAGEMENT LLC
AUM
$1.7B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at ALTA CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7510892
Firm CRD# 106786
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven M Racker offer?
Steven M Racker specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Steven M Racker's credentials?
Steven M Racker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven M Racker located?
Steven M Racker is based in SALT LAKE CITY, Utah, working with ALTA CAPITAL MANAGEMENT LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Steven M Racker charge for services?
Steven M Racker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTA CAPITAL MANAGEMENT LLC?
ALTA CAPITAL MANAGEMENT LLC has approximately 28 employees and manages $1.7B 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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