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ALBION FINANCIAL GROUP
ALBION MANAGEMENT GROUP
CRD 105957 · SEC 801-18270
812 EAST 2100 SOUTH, SALT LAKE CITY, UT, 84106, United States
Phone
801-487-3700
Fax
801-487-3766
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.01B
Discretionary AUM
$1.91B
Team
31 total employees; 14 advisory reps; 737 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 457 | $403.4M |
| High net worth individuals | 265 | $1.53B |
| Pooled investment vehicles | 2 | $4.2M |
| Pension/profit sharing plans | 5 | $33.9M |
| Charitable organizations | 8 | $37.6M |
States served
VT, AZ, CA, CO, ID, LA, MA, MN, MT, NV, NY, OH, OR, PA, UT, VA, WY, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD