SALT LAKE CITY, UTCRD 118496Latest ADV March 30, 2026
Financial Advisory Services is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 30, 2026, reports $147M in regulatory assets under management, 1 employee, and 193 accounts.
Assets Under Management
$147M
Employees
1
Offices
--
Total Clients
79
Primary office
SALT LAKE CITY, UT
2225 E. MURRAY HOLLADAY RD., SUITE 210, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.4% of total clients.
Top client categories% of clientsClients
1
HNWI
49.4%
39
2
Individuals
43.0%
34
3
Corporations
7.6%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 30, 2026
Discretionary100.0%
$147M
100% of total RAUM100.0%
Non-discretionary0.0%
$70K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts193
10Y AUM Change+$23M (+18.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee79:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.