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WILSON FINANCIAL ADVISORS, INC.
CRD 116274
230 SOUTH 500 EAST, SUITE #120, SALT LAKE CITY, UT, 84102, United States
Phone
801-355-5210
Fax
801-415-7087
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2023-12-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $0 |
| High net worth individuals | 10 | $0 |
All web addresses on file
Official SEC filing: View on IAPD