Investment adviser · CRD 168374

SOUTHERN UTAH WEALTH NAVIGATION, LLC

Investment adviser filing (IA)

KANAB, UT, United States · Form ADV filed Jan 14, 2014

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 14, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

930 S. HILLSIDE DRIVE
KANAB, UT, 84741, United States

CRD 168374

Filing source

Form ADV 777430 · Jan 14, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.