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$99.2M Total AUM
$99.2M Disc. AUM
-- 3Y CAGR
2 Employees
218 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2023
- Office Locations
- 1
Office Locations
821 North 900 West Suite 304 Orem UT
About Timpanogos Financial Advisors, Inc.
Timpanogos Financial Advisors, Inc. is a Orem-based RIA. The firm has been operating for 2 years. Managing $99.2M in total assets under management, with 2 advisory representatives. They custody assets with Altruist.
Team overview
50 AVG AGE
$49.6M AVG AUM / ADVISOR
$455.0K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
JASON FRANCIS PAYNE
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2797103
- Ownership
- 75% or more
Available
Available
Available
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Jennifer Anne Nielsen
Certified Financial PlannerTM
- CRD
- #6942252
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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