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Healthequity Advisors
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Overview Share
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Draper, Utah
$565.3 million AUM
1 office

Healthequity Advisors is based in Draper, Utah and has $565.3 million in assets under management.

Location
15 West Scenic Pointe Drive
Suite 100
Draper, UT 84020
$565.3 million
AUM
8
Employees
AUM Share
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$565,290,374
Assets under management
68,100 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 68,100 $565,290,374 100% $8,301
Employees Share
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8
Employees
1
Investment analysts
12% of total employees
AUM per employee Share
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$565,290,374
Assets under management
$70,661,297
AUM per employee
$565,290,374
AUM per investment analyst
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Compensation

Healthequity Advisors makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Healthequity Advisors provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio consulting
Firm data Share
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CRD number 167,105
SEC number 801-78001
Legal structure Limited Liability Company
Legal governance Utah, United States
Latest ADV filing date April 29, 2020

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