This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2007
- Office Locations
- 1
Office Locations
About Periope, LC
Periope, LC is a St. George, Utah RIA focused on guiding individuals, families, and entrepreneurs through a structured “financial wellness” planning process that connects personal goals with investment decisions. The firm provides financial planning, investment planning, estate planning, retirement planning, insurance coordination, and portfolio construction/asset management, with portfolios implemented largely via public funds and ETFs. Operates on the SEI platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CLAUDE JON GUBLER
Managing Member, Owner
- CRD
- #3089980
- Ownership
- 75% or more
HUNTER J GUBLER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #7427284
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Clayton Leon Horton
--
- CRD
- #8040430
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $177,241,870 | $244,472 |
| Total | $177,241,870 | $244,472 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing