Ryan
Batchelor

Clifford Capital Partners, LLC

CRD#5791034
Investment Advisor
in Alpine, UT

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About this Advisor

Ryan Batchelor is a financial advisor based in Alpine, Utah, working with Clifford Capital Partners, LLC. Ryan has previously held a position at Clifford Capital Partners, LLC and is registered to provide services in Louisiana, Texas, and Utah. Currently, Ryan is part of Clifford Capital Partners, LLC, which operates out of Alpine, Utah. The firm has 10 employees and manages assets totaling $406.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Clifford Capital Partners, LLC includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

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

$406,292,689

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

10

UT Average: 12
Total Number of Accounts

206

UT Average: 1,115
Average Account Size

$1,972,295

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

Ryan Batchelor Work History

2010 - Present (14 years)

Clifford Capital Partners, LLC

Disclosures

Please visit the SEC profile of Ryan Batchelor 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

Allan Nichols
Alpine, UT
Louis Fetch
Alpine, UT
Ryan Batchelor
Alpine, UT
Wayne Pierson
Alpine, UT
David Passey
Alpine, UT
Roger Hill
Alpine, 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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