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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About Teton Wealth Group LLC
Teton Wealth Group (Murray, UT) is an RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides financial planning and discretionary portfolio management, including retirement, tax and estate/legacy planning, insurance guidance, and business succession support. Portfolios use asset allocation across ETFs, mutual funds, and fixed income, with access to real estate and private placements. Custody is primarily through Fidelity/NFS.
Team overview
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Owner & Executives
CLAYTON BOYD ALEXANDER
Chief Executive Officer, Investment Advisor
- CRD
- #5669494
- Ownership
- Less than 5%
DOUGLAS SCOTT FERRELL
Chief Compliance Officer
- CRD
- #6986525
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Christopher Cook
--
- CRD
- #7922909
SEAN SNOW
Investment Advisor
- CRD
- #7345365
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,022,603 | $84,412 |
| Non-Discretionary | $0 | -- |
| Total | $204,022,603 | $84,412 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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