John
Homer
Portside Wealth Group, LLC
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About this Advisor
John Homer is a financial advisor based in Salt Lake City, Utah, working with Portside Wealth Group, LLC. John has previously held positions at Dfpg Investments, LLC, Townsquare Capital, LLC, Oxford Financial Group, The Leaders Group Inc, Portside Wealth Group, Kms Financial Services, Inc, Independent Insurance Agent, and First Western Advisors. John has passed the Series 63 regulatory exam and is registered to provide services in Utah. Currently, John is part of Portside Wealth Group, LLC, which operates out of Salt Lake City, Utah. The firm has 28 offices and 40 employees. The firm manages assets totaling $884.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Portside Wealth Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portside Wealth Group, LLC Brokerage Details
$884,770,030
40
10,048
$88,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Homer Work History
The Leaders Group Inc
Portside Wealth Group
Oxford Financial Group
Independent Insurance Agent
Townsquare Capital, LLC
Dfpg Investments, LLC
Dfpg Investments, LLC
Kms Financial Services, Inc
First Western Advisors
Disclosures
Please visit the SEC profile of John Homer 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 Portside Wealth Group, LLC
Provo, UT
Scottsdale, AZ
Provo, UT
Burley, ID
Denver, CO
Provo, UT
Aurora, CO
Provo, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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