Squire Wealth Advisors
Squire Wealth Advisors (CRD# 117750) is a financial advisory firm headquartered in Orem, UT. They manage $377,231,871 in 1,383 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management377MILLION
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Total Number of Accounts1,383ACCOUNTS
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Average Account Value$272,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, ID, TX, UT
Julie Anderson (CRD# 4889183) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 19 years of experience in the finance industry.
David Archibald (CRD# 6428399) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 9 years of experience in the finance industry.
Dwayne Asay (CRD# 4752392) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 5 years of experience in the finance industry.
Wayne Barben (CRD# 4896531) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 19 years of experience in the finance industry.
David Bigler (CRD# 6342130) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 9 years of experience in the finance industry.
Gregory Hyde (CRD# 7069738) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 22 years of experience in the finance industry.
Clayton Johnson (CRD# 6665357) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 7 years of experience in the finance industry.
Nathan Larsen (CRD# 6276835) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 10 years of experience in the finance industry.
Kadin Bullock (CRD# 7557904) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has 1 year of experience in the finance industry.
Camille Fox (CRD# 7532952) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has 1 year of experience in the finance industry.