RIA Intel›Advisers›Utah›AFFILIATED INVESTMENT ADVISORS, INC.

AFFILIATED INVESTMENT ADVISORS, INC.

Advisory

Data as of Jan 4, 2022 · Source: SEC Form ADV

Average account

$525K

across 8 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 4, 2022.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

BEECHWOOD VALUE CAPITAL, LLC

SALT LAKE CITY, UT

$4M

DMA MANAGEMENT, LLC

$4M

DONOVAN LEGACY ADVISORS, LLC

$4M

MONEY ILLUSTRATED, LLC

$5M

COPPERLION INVESTMENTS, LLC

$4M

SUNSET RETIREMENT ADVISORS LLC

PROVO, UT

$3M

Get the full picture on AFFILIATED INVESTMENT ADVISORS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AFFILIATED INVESTMENT ADVISORS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans