Wayne
Pierson

Clifford Capital Partners, LLC

CRD#731691
Investment Advisor
in Alpine, UT

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About this Advisor

Wayne Pierson is a chartered financial analyst operating out of Alpine, Utah who has 5 years of relevant experience. Pierson is an employee of Clifford Capital Partners, LLC. Throughout their career, they have worked at Clifford Capital Partners, LLC and Meyer Memorial Trust. Pierson is able to serve investors in Utah. Clifford Capital Partners, LLC is an advisory firm that has its headquarters in Alpine, UT. It has $342 million in assets among its 193 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 193 customer accounts, 84% belong to high-net-worth investors who have at least $1 million in assets available to invest. Clifford Capital Partners, LLC provides a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by Clifford Capital Partners, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

5 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

Wayne Pierson Work History

Wayne has been registered as a financial advisor for 5 years.*

2010 - Present (14 years)

Clifford Capital Partners, LLC

1982 - 2014 (32 years)

Meyer Memorial Trust

*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 Wayne Pierson 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

David Passey
Alpine, UT
Louis Fetch
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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