Philip
Naylor

Grandeur Peak Global Advisors

CRD#7425930
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Philip Naylor is a financial advisor based in Salt Lake City, Utah, working with Grandeur Peak Global Advisors. Philip has previously held positions at Lds Business College, Grandeur Peak Global Advisors, LLC, University Of Utah, and Cambridge University. Philip has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Philip is part of Grandeur Peak Global Advisors, which operates out of Salt Lake City, Utah. The firm has 2 offices and 53 employees. The firm manages assets totaling $6.3 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Grandeur Peak Global Advisors includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

136 S Main St Ste 720
Salt Lake City, UT 84101

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Grandeur Peak Global Advisors Brokerage Details

Total Assets Under Management

$6,316,870,974

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

53

UT Average: 12
Total Number of Accounts

18

UT Average: 1,115
Average Account Size

$350,937,276

UT Average: $622,084

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Philip Naylor Work History

2013 - Present (11 years)

Grandeur Peak Global Advisors, LLC

2020 - 2021 (1 year)

Cambridge University

2015 - 2017 (2 years)

University Of Utah

2013 - 2015 (2 years)

Lds Business College

Disclosures

Please visit the SEC profile of Philip Naylor 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 Grandeur Peak Global Advisors

Juliette Douglas
Salt Lake City, UT
Liping Cai
Salt Lake City, UT
Philip Naylor
Salt Lake City, UT
Kenneth Nielson
Salt Lake City, UT
Preston Williams
Salt Lake City, UT
Spencer Hackett
Salt Lake City, UT
Conner Whipple
Salt Lake City, UT
Randy Pearce
Salt Lake City, 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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