Healthequity Advisors
Healthequity Advisors (CRD# 167105) is a financial advisory firm headquartered in Draper, UT. They manage $1,194,434,022 in 107,327 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,194MILLION
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Total Number of Accounts107,327ACCOUNTS
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Average Account Value$11,129
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
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
Financial Advisors at Healthequity Advisors
1
James Ivie (CRD# 5037555) is an Investment Advisor Representative working at Healthequity Advisors in Draper, UT and has over 18 years of experience in the finance industry.
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