E6 PORTFOLIOS

MIDVALE, Utah·4 registered advisors·CRD# 326617
SEC# 801-1283350801-545-8706
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at E6 PORTFOLIOS

4 registered advisors
Jason Howard Lindquist
MIDVALE, Utah
Joshua Paul Edward Dale Ray Jones
MIDVALE, Utah
CFP
Monica Rosalind Akbar
MIDVALE, Utah
Roy Russell Jones
MIDVALE, Utah
CFP
05

Office Locations

MIDVALE, Utah
4 advisors

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Data sourced from SEC Form ADV filings. E6 PORTFOLIOS (CRD# 326617) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.