Alta Capital Management LLC
Alta Capital Management LLC (CRD# 106786) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $1,710,281,631 in 1,396 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,710MILLION
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Total Number of Accounts1,396ACCOUNTS
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Average Account Value$1,225,130
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Daniel Lasky (CRD# 7646843) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
Curtis Lingren (CRD# 7170561) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Nirvon Mahdavi (CRD# 7182570) is an Investment Advisor Representative working at Alta Capital Management LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.