Bonneville Multi-family Office
Bonneville Multi-family Office (CRD# 156284) is a financial advisory firm headquartered in , . They manage $8,300,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bonneville Multi-family Office
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$461,111
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Bonneville Multi-family Office
1
Michael Roan (CRD# 818620) is an Investment Advisor Representative working at Bonneville Multi-family Office in Provo, UT and has over 32 years of experience in the finance industry.
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