$12.3M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
-- Mapleton UT
About Albility Planning
Albility Planning is a Mapleton-based RIA. The firm has been operating for 2 years. Managing $12.3M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$160.3K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Tanner Withers
Chief Compliance Officer, Owner
- CRD
- #6747317
- Ownership
- 75% or more
Available
Available
Available
M
Madison Withers
Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,461,819 | -- |
| Non-Discretionary | $5,882,753 | -- |
| Total | $12,344,572 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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