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HEALTHEQUITY ADVISORS, LLC
HEALTHEQUITY ADVISORS, LLC
HEALTHEQUITY ADVISORS
DRAPER, Utah
·
13 registered advisors
·
CRD# 167105
SEC# 801-78001
0
801-508-3248
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
13
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
13 registered advisors
Cordell Mclachlan Eggett
DRAPER, Utah
CRD# 6583888
Darcy Galen Mott
DRAPER, Utah
CRD# 6644054
David Clark Worley
DRAPER, Utah
CRD# 2003769
James Michael Lucania
DRAPER, Utah
CRD# 4439239
James Rex Ivie
DRAPER, Utah
CRD# 5037555
Jayson Parker Alexander
DRAPER, Utah
CRD# 6118241
Jon Kessler
DRAPER, Utah
CRD# 6175026
Lori Kaye Midgley
DRAPER, Utah
CRD# 6583712
Matthew Hitchcock Fleming
DRAPER, Utah
CRD# 7498095
Micah John Fetherston
DRAPER, Utah
CRD# 6160203
Raynard Hill Davis
DRAPER, Utah
CRD# 6703142
Stephen Dale Neeleman
DRAPER, Utah
CRD# 6175029
Tyson Don Murdock
DRAPER, Utah
CRD# 7363056
05
Office Locations
DRAPER, Utah
13 advisors
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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
.