Squire Wealth Advisors, headquartered in Orem, UT, is a prominent local investment advisory firm with a strong track record of success. With over 330 individual clients and an impressive $316,843,000 in assets under management, the firm has established itself as a trusted partner for individuals seeking expert financial guidance.
Operating from two offices, Squire Wealth Advisors offers comprehensive investment advisory services to a diverse range of clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. Notably,...
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Assets Under Mgmt
$316.84M
Investment Professionals
13
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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