TANNER CAPITAL MANAGEMENT, LLC

PROVO, Utah·2 registered advisors·CRD# 123497
SEC# 801-643480801-377-1144
01

Firm Overview

AUM
$379M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at TANNER CAPITAL MANAGEMENT, LLC

2 registered advisors
Jerry David Tanner
PROVO, Utah
Natalie Robison Tanner
PROVO, Utah
05

Office Locations

PROVO, Utah
2 advisors

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Data sourced from SEC Form ADV filings. TANNER CAPITAL MANAGEMENT, LLC (CRD# 123497) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.