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E6 PORTFOLIOS
E6 PORTFOLIOS
MIDVALE, Utah
·
4 registered advisors
·
CRD# 326617
SEC# 801-128335
0
801-545-8706
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
CRD# 5728205
Joshua Paul Edward Dale Ray Jones
MIDVALE, Utah
CRD# 5139521
Monica Rosalind Akbar
MIDVALE, Utah
CRD# 6262432
Roy Russell Jones
MIDVALE, Utah
CRD# 3166097
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
.