HEALTHEQUITY ADVISORS, LLC

HEALTHEQUITY ADVISORS
DRAPER, Utah·1 registered advisor·CRD# 167105
SEC# 801-780010801-508-3248
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at HEALTHEQUITY ADVISORS, LLC

1 registered advisor
James Rex Ivie
DRAPER, Utah
05

Office Locations

DRAPER, Utah
1 advisor

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Data sourced from SEC Form ADV filings. HEALTHEQUITY ADVISORS, LLC (CRD# 167105) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.