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ALTA CAPITAL MANAGEMENT LLC
ALTA CAPITAL MANAGEMENT LLC
SALT LAKE CITY, Utah
·
5 registered advisors
·
CRD# 106786
SEC# 801-50778
7
801-274-6010
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at ALTA CAPITAL MANAGEMENT LLC
5 registered advisors
Andrew Harvin Schaffernoth
SALT LAKE CITY, Utah
CRD# 4275015
Casey D Nelsen
SALT LAKE CITY, Utah
CRD# 4990197
Melanie Hucherard Peche
SALT LAKE CITY, Utah
CRD# 2701531
Michael Ottosen Tempest
SALT LAKE CITY, Utah
CRD# 1732785
Nathan Ellis Rhees
SALT LAKE CITY, Utah
CRD# 4085346
05
Office Locations
SALT LAKE CITY, Utah
5 advisors
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Data sourced from SEC Form ADV filings. ALTA CAPITAL MANAGEMENT LLC (CRD# 106786) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.