Daniel
Lasky
Alta Capital Management LLC
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About this Advisor
Daniel Lasky is a financial advisor operating out of Salt Lake City, Utah who has 1 year of relevant experience. Lasky currently works for Alta Capital Management LLC. Their career trajectory has included roles at Alta Capital Management, Drivetime Automotive Group, Micron Technology, U.S. Bank, Boise State, Bishop Gorman High School, Faith Lutheran High School and Boise State University. Lasky has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Utah. Alta Capital Management LLC is a registered investment company that has its headquarters in Salt Lake City, UT. It has offices in six locations and a total of 25 advisors. It oversees $2 billion in assets under management across its 1,572 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 1,572 client accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically vary depending on the type of services provided. Fees charged by Alta Capital Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alta Capital Management LLC Brokerage Details
$1,473,348,203
25
1,572
$937,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Lasky Work History
Daniel has been registered as a financial advisor for 1 years.*
Alta Capital Management
Drivetime Automotive Group
Micron Technology
U.S. Bank
Boise State
Boise State University
Faith Lutheran High School
Bishop Gorman High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Lasky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alta Capital Management LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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