Preston
Williams

Grandeur Peak Global Advisors

CRD#6807989
Investment Advisor
in Salt Lake City, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Preston Williams is a financial advisor based in Salt Lake City, Utah, working with Grandeur Peak Global Advisors. Preston has previously held positions at Grandeur Peak Global Advisors, LLC, Citigroup, Lunt Capital, St Marks Hospital, University Of Utah, and Church Of Jesus Christ Of Latter-Day Saints. Preston is registered to provide services in Utah. Currently, Preston 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

Chartered Financial Analyst

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Preston Williams Work History

2017 - Present (7 years)

Grandeur Peak Global Advisors, LLC

2017 - 2017 (< 1 year)

Citigroup

2016 - 2017 (1 year)

Grandeur Peak Global Advisors, LLC

2016 - 2016 (< 1 year)

Lunt Capital

2015 - 2016 (1 year)

St Marks Hospital

2015 - 2018 (3 years)

University Of Utah

2012 - 2014 (2 years)

Church Of Jesus Christ Of Latter-Day Saints

Disclosures

Please visit the SEC profile of Preston Williams 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started