David
Passey

Clifford Capital Partners, LLC

CRD#6615265
Investment Advisor
in Alpine, UT

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About this Advisor

David Passey is a chartered financial analyst based out of Alpine, Utah with 2 years of industry experience. Passey currently works for Clifford Capital Partners, LLC. They have worked at Clifford Capital Partners, Llc for the entirety of their career. Passey is registered to advise clients in Utah. Clifford Capital Partners, LLC is a financial advisory company that has its headquarters in Alpine, UT. It oversees $342 million in assets across its 193 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 193 accounts, 84% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Clifford Capital Partners, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

363 S. Main Street Suite #101
Alpine, UT 84004

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Clifford Capital Partners, LLC Brokerage Details

Total Assets Under Management

$342,218,195

UT Average: $693,624,108
Total Number of Employees

10

UT Average: 12
Total Number of Accounts

193

UT Average: 1,115
Average Account Size

$1,773,151

UT Average: $622,084

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

David Passey Work History

David has been registered as a financial advisor for 2 years.*

2010 - Present (14 years)

Clifford Capital Partners

*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 David Passey 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 Clifford Capital Partners, LLC

Louis Fetch
Alpine, UT
David Passey
Alpine, UT
Ryan Batchelor
Alpine, UT
Allan Nichols
Alpine, UT
Roger Hill
Alpine, UT
Wayne Pierson
Alpine, 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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