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NARUS FINANCIAL PARTNERS, LLC
CRD 173534 · SEC 801-80500
1245 E. BRICKYARD ROAD, SUITE 160, SALT LAKE CITY, UT, 84106, United States
Phone
866-534-0530
Fax
866-470-6525
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$559.0M
Discretionary AUM
$544.9M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $55.4M |
| High net worth individuals | 69 | $446.2M |
| Charitable organizations | 4 | $31.8M |
| Corporations/business entities | 1 | $25.5M |
States served
AZ, AR, CA, LA, UT, WY, TX
All web addresses on file
Official SEC filing: View on IAPD