Steven
Price
Ae Wealth Management, LLC
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About this Advisor
Steven Price is a financial advisor operating in South Jordan, Utah with a total of 1 year of industry experience. Price is currently employed by Ae Wealth Management, LLC. The advisor has gained experience at Wealthcare Advisory Group, Inc and Ae Wealth Management, LLC. Price has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Utah. Ae Wealth Management, LLC is a firm that has its headquarters in Topeka, KS. It has offices in 450 locations and a total of 571 advisors. It controls $19 billion in total assets across its 160,475 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 71 charitable organizations. Of its 160,475 accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on the type of financial services provided. Fee types billed by Ae Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Price Work History
Steven has been registered as a financial advisor for 1 years.*
Ae Wealth Management, LLC
Wealthcare Advisory Group, Inc
*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 Steven Price 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 Ae Wealth Management, LLC
York, PA
Denver, CO
Honolulu, HI
Platte City, MO
Winter Garden, FL
Johns Island, SC
Topeka, KS
Midvale, 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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