A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

A••••• F•••••••• G••••

The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Salt Lake City, UTOutsourced family office provideridentity confidence 85%a•••••••••.com

Why this class: Its own words sell family office services to clients: A•••••'s own site says it provides family office services for a select group of clients in addition to its wealth management offerings, implying a multi-client family office function..

Verified Sep 14, 2026 (6 days ago)
Last observed Sep 21, 2026 · 27 observations · 2 sources
0 people · 0 investments · 0 public positions · 1 events

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 22% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
Investment Management and Financial Planning in Salt Lake City. A•••••'s objective is to help you make a series of good financial decisions year after year.
Headquarters
Salt Lake City, UT
Office address
unknown
Business phone
unknown
Website
a•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 14, 2026Outsourced family office provider 85%Its own words sell family office services to clients: A•••••'s own site says it provides family office services for a select group of clients in addition to its wealth management offerings, implying a multi-client family office function.Factverifieda•••••••••.com“In addition to our professional investment management and financial advisory offerings we provide family office services for a select group of clients.”
  • Sep 14, 2026Multi-family office 75%A•••••'s own site says it provides family office services for a select group of clients in addition to its wealth management offerings, implying a multi-client family office function.Factverifieda•••••••••.com“In addition to our professional investment management and financial advisory offerings we provide family office services for a select group of clients.”
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
show
No current professionals on the record.
Office contact points
W••••••: a•••••••••.com (published by the subject) a•••••••••.com
Investment mandate
show
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 14, 2026Classification changedA••••• F•••••••• G••••: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (Its own words sell family office services to clients: A•••••'s own site says it provides family office services for a select group of clients in addition to its wealth management offerings, implying a multi-client family office function.)c•••••••••Facta•••••••••.com
Sources and evidence
27show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 27 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (4 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+10 d•••••••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (2202)
Mandate confidence
no components; scored 0
Identity confidence
+85 c••••••••• (OUTSOURCED_FAMILY_OFFICE (Its own words sell family office services to clients: A•••••'s own site says it provides family office services for a select group of clients in addition to its wealth management offerings, implying a multi-client family office function.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (4 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
DescriptionInvestment Management and Financial Planning in Salt Lake City. A•••••'s objective is to help you make a series of good financial decisions year after year.Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
DescriptionInvestment Management and Financial Planning in Salt Lake City. A•••••'s objective is to help you make a series of good financial decisions year after year.Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
DescriptionInvestment Management and Financial Planning in Salt Lake City. A•••••'s objective is to help you make a series of good financial decisions year after year.Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
DescriptionInvestment Management and Financial Planning in Salt Lake City. A•••••'s objective is to help you make a series of good financial decisions year after year.Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
DescriptionInvestment Management and Financial Planning in Salt Lake City. A•••••'s objective is to help you make a series of good financial decisions year after year.Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
DescriptionInvestment Management and Financial Planning in Salt Lake City. A•••••'s objective is to help you make a series of good financial decisions year after year.Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)multi_family_office
“In addition to our professional investment management and financial advisory offerings we provide family office services for a select group of clients.”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Office type (stated)outsourced_family_office
“In addition to our professional investment management and financial advisory offerings we provide family office services for a select group of clients.”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Team page urlhttps://a•••••••••.com/Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page urlhttps://a•••••••••.com/Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page urlhttps://a•••••••••.com/Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page urlhttps://a•••••••••.com/Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page urlhttps://a•••••••••.com/Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page urlhttps://a•••••••••.com/Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Websitea•••••••••.com
“office w•••••• a•••••••••.com”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleA••••• F•••••••• G•••• - A Lifetime of Good DecisionsSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleA••••• F•••••••• G•••• - A Lifetime of Good DecisionsSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleA••••• F•••••••• G•••• - A Lifetime of Good DecisionsSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleA••••• F•••••••• G•••• - A Lifetime of Good DecisionsSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleA••••• F•••••••• G•••• - A Lifetime of Good DecisionsSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website titleA••••• F•••••••• G•••• - A Lifetime of Good DecisionsSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact