CRD: 302078
Rigby Watts Investment Advisors
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2019
- Office Locations
- 3
Office Locations
About Rigby Watts Investment Advisors
Rigby Watts & Company is a Salt Lake City-based fiduciary advisory and investment firm serving individuals and families. The team manages investment and retirement assets across public equities, fixed income and ETFs, and helps clients diversify through healthcare-focused real estate development/acquisitions and early-stage healthcare venture and private equity. They emphasize alignment by recommending strategies they personally own. Custody includes Schwab and Merrill.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW DUANE RIGBY
Chief Compliance Officer, Managing Member
- CRD
- #6005357
- Ownership
- 50% but less than 75%
Adam Watts
--
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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TAYLOR CHRISTIAN DRAGE
--
- CRD
- #5403254
James Cornwall Norman
First Vice President
- CRD
- #7711140
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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