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| Healthequity Advisors LLC
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|
|
|---|---|
| CRD # | 167105 |
| SEC # | 801-78001 |
| CIK # | |
| AUM | $1.1 BB (2022-12-07) |
| Employees | 8 (12% Investors, 0% Brokers) |
| Phone | 801-727-1000 |
| Address | 15 West Scenic Pointe Drive Draper, UT 84020 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96,234 | 1,053.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 96,234 | 1,053.3 |
| By Discretionary | ||
| Discretionary | 51,519 | 611.5 |
| Non-Discretionary | 44,715 | 441.9 |
| Total | 96,234 | 1,053.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,053.3 | |
| Total | 96,234 | 1,053.3 |
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|---|---|---|
|
Vectorglobal IAG Inc
✚
|
FL | 1.1 |
|
Meridian Wealth Advisors LLC
✚
|
NM | 1.1 |
|
Asset Advisors Investment Management LLC
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GA | 1.1 |
|
Sheaff Brock Investment Advisors LLC
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|
IN | 1.0 |
|
Mill Capital Management LLC
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NC | 1.0 |
|
Abbrea Capital LLC
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CA | 1.0 |
|
Redswan PC Inc
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|
TX | 1.0 |
|
Patton Albertson Miller Group LLC
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|
TN | 1.0 |
|
Banyan Tree Asset Management LLC
✚
|
CA | 1.0 |
|
Professional Advisory Services Inc
✚
|
FL | 1.0 |