Seven Canyons Advisors, LLC
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Learn more about Seven Canyons Advisors, LLC
Overview
Seven Canyons Advisors, LLC operates as a financial advisory company based in Salt Lake City, Utah. Seven Canyons Advisors, LLC controls $177.7 million in total assets over four customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 6 financial advisors. Seven Canyons Advisors, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, equities and options.
Seven Canyons Advisors, LLC oversees all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without needing to seek the client's consent. The investment advisory firm's typical account size is $44.4 million. An average financial advisor at Seven Canyons Advisors, LLC oversees fewer than one client account, making it one of the most individualized firms in the country.
The firm's central office is located at 22 East 100 South, Salt Lake City, Utah 84111. The company is legally allowed to provide services to investors in the state of Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Seven Canyons Advisors, LLC by the Numbers
$177.7 million
7
4
$44.4 million
Fee Structure
A financial advisor's fees typically vary depending on the type of services provided. However, fees billed by Seven Canyons Advisors, LLC most likely consist of some combination of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with investment companies, pooled investment vehicles and charitable organizations. Out of its four customers, Seven Canyons Advisors, LLC's largest client group is investment companies. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 75%
- Charitable Organizations - 25%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Seven Canyons Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Seven Canyons Advisors, LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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