Louis
Fetch

Clifford Capital Partners, LLC

CRD#5829684
Investment Advisor
in Alpine, UT

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About this Advisor

Louis Fetch is a financial advisor operating in Alpine, Utah, with a total of 2 years of industry experience. Fetch is an employee of Clifford Capital Partners, LLC. During their career, the advisor has held roles at Pnc Investments, Invesco Distributors, Inc, William Blair & Company, Clifford Capital Partners, First Dominion Capital Corp and Foreside Fund Services, LLC. Fetch holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Illinois and Utah. Clifford Capital Partners, LLC is a company that has its headquarters in Alpine, UT. It controls $342 million in total assets across its 193 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 193 accounts, 84% are associated with high-net-worth individuals who have at least $1 million in investable assets. Clifford Capital Partners, LLC provides 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 depend on which services the firm provides the client. However, fees billed by Clifford Capital Partners, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

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

Louis Fetch Work History

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

2022 - Present (2 years)

Foreside Fund Services, LLC

2021 - Present (3 years)

Clifford Capital Partners

2021 - 2021 (< 1 year)

First Dominion Capital Corp

2015 - 2021 (6 years)

William Blair & Company

2013 - 2015 (2 years)

Invesco Distributors, Inc

2010 - 2013 (3 years)

Pnc Investments

*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 Louis Fetch 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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