RIA Intel›Advisers›Utah›ALLRED JACKSON FINANCIAL PLANNING, LLC

ALLRED JACKSON FINANCIAL PLANNING, LLC

Advisory

NORTH LOGAN, UT

Data as of Apr 11, 2024 · Source: SEC Form ADV

Average account

$188K

across 170 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 11, 2024.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients130

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

130 clients

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

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

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