Julie
Anderson
Squire Wealth Advisors
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About this Advisor
Julie Anderson is a financial advisor based in Orem, Utah, working with Squire Wealth Advisors. Julie has previously held positions at Squire Investment Management Company, LLC and Squire & Company Pc. Julie has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Julie is part of Squire Wealth Advisors, which operates out of Orem, Utah. The firm has 1 office and 12 employees. The firm manages assets totaling $377.2 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 Squire Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Squire Wealth Advisors Brokerage Details
$377,231,871
12
1,383
$272,763
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
Julie Anderson Work History
Squire & Company Pc
Squire Investment Management Company, LLC
Disclosures
Please visit the SEC profile of Julie Anderson 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 Squire Wealth Advisors
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
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