RIA Intel›Advisers›Utah›JEFF VON COLLN PC

JEFF VON COLLN PC

Advisory

OGDEN, UT

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in UT

#180

of 249 advisers by AUM

Average account

$361K

across 281 accounts

AUM per adviser

$101M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$101M

Discretionary AUM$101M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients134

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InTX, UT

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

134 clients

34 high-net-worth

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

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Advisers of similar size in UT

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

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TIMPANOGOS FINANCIAL ADVISORS, INC.

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S20 CAPITAL, LLC

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RONALD OLSON, INC.

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