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A••••• MANAGEMENT GROUP, CRD 105957
SALT LAKE CITY, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J••• Q••••• B••• | Certified Financial Planner|Chartered Financial Analyst | SALT LAKE CITY, UT | 23 | 43 | n/a | no |
| J••• B•••• | n/a | SALT LAKE CITY, UT | 23 | 24 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| A••••• F••• I••• L• | Other Private Fund | $2.8M | Jun 24, 2026 | 27 | Mar 26, 2014 | reported | 021-195125 |
| A••••• F••• I•• L• | Other Private Fund | $1.4M | Jun 24, 2026 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••••• E••••••••• A•• | President | Na | yes | 08/2021 | Jun 24, 2026 | Jun 24, 2026 |
| B•••• J•••• Q••••• | CHAIRMAN, CEO | C | yes | 01/2020 | Jun 24, 2026 | Jun 24, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 5.3% | 0 | 1 | 0 | 3 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.9B | 8.4% | $1.4B | 12.6% | 31 | 30 | 0 | 0 |
| no |
| W•••••• T••••• L••••• | n/a | SALT LAKE CITY, UT | 23 | 43 | n/a | no |
| D•••• R•• K••••• | Certified Financial Planner | SALT LAKE CITY, UT | 23 | 39 | n/a | no |
| C•••••••• T••••••• B••••• | n/a | SALT LAKE CITY, UT | 23 | 28 | n/a | no |
| D•••••• A•••• W•••• | n/a | SALT LAKE CITY, UT | 20 | 23 | n/a | no |
| C••••• A•• K••• | n/a | SALT LAKE CITY, UT | 19 | 28 | n/a | no |
| J•••• W••• | n/a | SALT LAKE CITY, UT | 15 | 18 | n/a | no |
| D••••••• L• G•••••• | Certified Financial Planner | SALT LAKE CITY, UT | 10 | 15 | n/a | no |
| E•••••••• A•• B••••••• | Certified Financial Planner | SALT LAKE CITY, UT | 9 | 17 | n/a | no |
| S•••• R•••••• B••• | Certified Financial Planner | SALT LAKE CITY, UT | 9 | 24 | n/a | no |
| P•••••• K•••• L•••••••• | Certified Financial Planner | SALT LAKE CITY, UT | 7 | 14 | 2 | no |
| M••••••• C• B••••• | Certified Financial Planner | SALT LAKE CITY, UT | 6 | 21 | n/a | no |
| W••••• H••• J••••• | n/a | SALT LAKE CITY, UT | 4 | 11 | n/a | no |
| B•••••• K••• C••••• | Certified Financial Planner | SALT LAKE CITY, UT | 3 | 10 | 1 | no |
| H•••• D• H•••• | Certified Financial Planner | SALT LAKE CITY, UT | 2 | 15 | 1 | no |
| J•••••• G••••• W••••• | Certified Financial Planner|Chartered Financial Analyst | SALT LAKE CITY, UT | 1 | 11 | 1 | no |
| Z•••••• R•••• | n/a | SALT LAKE CITY, UT | 1 | 12 | n/a | no |
| B• W•••••••• | n/a | SALT LAKE CITY, UT | 1 | 10 | n/a | no |
| 45 |
| Mar 30, 2012 |
| reported |
| 021-179767 |
| A••••• F••• I• L• | Other Private Fund | $0 | Jun 24, 2026 | 22 | Mar 30, 2012 | reported | 021-174847 |
| CHIEF COMPLIANCE OFFICER |
| Na |
| yes |
| 08/2024 |
| Jun 24, 2026 |
| Jun 24, 2026 |
| L•••••• W••••••• T••••• | MEMBER OF BOARD OF DIRECTORS | D | yes | 01/2020 | Jun 24, 2026 | Jun 24, 2026 |
| Mar 25, 2026 |
| $2.0B |
| $1.9B |
| 31 |
| 14 |
| 0 |
| 3 |
| n/a |
| 2024 | Mar 18, 2025 | $1.9B | $1.7B | 30 | 11 | 0 | 3 | n/a |
| 2023 | Mar 28, 2024 | $1.6B | $1.5B | 30 | 11 | 0 | 3 | $9.9M |
| 2022 | Mar 30, 2023 | $1.4B | $1.3B | 32 | 7 | 0 | 3 | $12.9M |
| 2021 | Mar 31, 2022 | $1.7B | $1.5B | 27 | 7 | 0 | 3 | $15.6M |
| 2020 | Mar 26, 2021 | $1.4B | $1.3B | 27 | 7 | 0 | 3 | $15.6M |
| 2019 | Mar 31, 2020 | $1.2B | $1.1B | 26 | 7 | 0 | 3 | $14.4M |
| 2018 | Mar 22, 2019 | $979M | $898M | 25 | 7 | 0 | 3 | $16.6M |
| 2017 | Mar 27, 2018 | $1.0B | $938M | 26 | 7 | 0 | 3 | $16.6M |
| 2016 | Mar 3, 2017 | $969M | $914M | 24 | 7 | n/a | 3 | $16.9M |
| 2015 | Mar 23, 2016 | $906M | $862M | 23 | 7 | n/a | 3 | $13.6M |
| 2014 | Mar 26, 2015 | $896M | $853M | 22 | 7 | n/a | 3 | $19.1M |
| 2013 | Mar 26, 2014 | $833M | $793M | 22 | 7 | n/a | 3 | $19.1M |
| 2012 | Mar 28, 2013 | $690M | $657M | 21 | 7 | n/a | 2 | $14.7M |
| 2011 | Mar 30, 2012 | $659M | $627M | n/a | n/a | n/a | 2 | $10.5M |