← Tributary

FINANCIAL ADVISORY SERVICES

SALT LAKE CITY, UT · CRD 118496 · IAPD ↗ · 801-532-1200

$146.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
0States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2024 — FINANCIAL ADVISORY SERVICES (SALT LAKE CITY, UT) is newly SEC-registered with $124.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.