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ABLE & STRONG ADVISORS, INC.
CRD 130069
380 N. 200 W. #102, BOUNTIFUL, UT, 84010, United States
Phone
(385) 212-4560
Fax
(866) 522-1258
Registration
— (—)
Source
State registered
Total AUM
$45.4M
Discretionary AUM
$42.1M
Team
3 total employees; 3 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $11.4M |
| High net worth individuals | 10 | $21.2M |
| Pooled investment vehicles | 1 | $41K |
| Corporations/business entities | 7 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD