Falists
← Back to search

TIMPANOGOS FINANCIAL ADVISORS, INC.

CRD 328166

Visit website

821 NORTH 900 WEST, SUITE 304, OREM, UT, 84057, United States

Phone

801-607-5670

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$99.2M

Discretionary AUM

$99.2M

Team

2 total employees; 2 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals170$32.5M
High net worth individuals39$66.7M

All web addresses on file

Official SEC filing: View on IAPD