SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

SQUIRE WEALTH ADVISORS
OREM, Utah·3 registered advisors·CRD# 117750
SEC# 801-784951801-226-7722
01

Firm Overview

AUM
$377M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

3 registered advisors
Julie Christine Anderson
OREM, Utah
Timothy Alden Christensen
OREM, Utah
Wayne Fredrick Barben
OREM, Utah
05

Office Locations

OREM, Utah
3 advisors

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Data sourced from SEC Form ADV filings. SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC (CRD# 117750) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.