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Below is the list of Top 20 Investment Banking Companies in Utah ranked based on company size, client reviews, services and awards.
1. Custom Business Sales, Llc
Industry: Investment Banking
Location: Utah
Website: custombusinesssales.com
Company Founded: 2009
Company Size: 1-10
Company Address: 3940 Traverse Mountain Boulevard, Lehi, Utah, United States
Custom Business Sales, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jared Barfuss | Business Broker | Owner |
2. Park City Angels
Industry: Investment Banking
Location: Utah
Website: parkcityangels.com
Company Founded: 2007
Company Size: 11-50
Park City Angels Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Burton Kloster | Member | |||
Donald Roll | Treasurer - Board Member | |||
Bree Jones | Member | |||
Frank Weinrauch | Member | |||
Kevin Huang | Deal Monitor | |||
John Kingry | Investor | |||
Patrick Acton | Abc |
3. Orchard Securities
Industry: Investment Banking
Location: Utah
Website: orchardsecurities.com
Company Founded: 2005
Company Size: 11-50
Company Address: 365 South Garden Grove Lane, Pleasant Grove, Utah, United States
Orchard Securities Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Taylor Garrett | President | |||
J Bucky Heiden | Vice President Of Sales |
4. North Capital Private Securities Corporation
Industry: Investment Banking
Location: Utah
Website: norcapsecurities.com
Company Founded: 2010
Company Size: 11-50
Company Address: 623 East Fort Union Boulevard, Salt Lake City, Utah, United States
North Capital Private Securities Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Minh Le | Principal, Research And Due Diligence | |||
Sara Borazan | Managing Director, Head Of Business Development | |||
Priyanka Singh | Project Manager | |||
Nikki Gilbreth | Director Of Business Development | |||
Linsey Harkness | Managing Director | |||
Jana Kirwel | Associate | |||
Jessi Mills | Director, Operations And Custody |
5. Dfpg Investments, Inc.
Industry: Investment Banking
Location: Utah
Website: dfpg.com
Company Founded: 2010
Company Size: 11-50
Company Address: 9017 South Riverside Drive, Sandy, Utah, United States
Dfpg Investments, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nick Hansen | Chief Marketing Officer | |||
Maff Michele M. Laws | Registered Representative | |||
Dave Laga | Chief Investment Officer | |||
Nathan Rydalch | Registered Representative | |||
Brad Anderson | Chief Compliance Officer | |||
Nathan Wade | Associate Investment Analyst | |||
Shelley Smith | Exceutive Assistant |
6. United Mergers & Acquisitions
Industry: Investment Banking
Location: Utah
Website: unitedmanda.com
Company Size: 11-50
Company Address: 6985 South Union Park Avenue, Salt Lake City, Utah, United States
United Mergers & Acquisitions Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Drury | President | |||
Dean Dinas | Research Director | |||
Michael Mojica | Mergers And Acquisitions Intermediary |
7. Cottonwood Equity Investments, Llc
Industry: Investment Banking
Location: Utah
Website: cottonwoodequity.com
Company Founded: 2012
Company Size: 11-50
Company Address: 299 South Main Street, Salt Lake City, Utah, United States
Cottonwood Equity Investments, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jake Morley | Controller | |||
Chet Thomas | Manager |
8. Blue Sky Business Resources
Industry: Investment Banking
Location: Utah
Website: blueskyadvisors.net
Company Founded: 2013
Company Size: 11-50
Company Address: 512 East 4500 South, Salt Lake City, Utah, United States
Blue Sky Business Resources Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Amy Lasala | Vice President Of Operations |
9. Zions Direct, Inc.
Industry: Investment Banking
Location: Utah
Website: zionsdirect.com
Company Founded: 1986
Company Size: 11-50
Company Address: 1 South Main Street, Salt Lake City, Utah, United States
Zions Direct, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jarrett Nielsen | Investment Representative |
10. Indpendent Stock Market
Industry: Investment Banking
Location: Utah
Website: independentstocks.com
Company Founded: 2010
Company Size: 11-50
Company Address: 563 West 500 South, Bountiful, Utah, United States
Indpendent Stock Market Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jason Allred | Senior Executive At Indpendent Stock Market | |||
Les Titus | Vice President At Indpendent Stock Market | |||
Deo Lysander | Day Trader And Stock Analyst At Indpendent Stock Market |
11. Nannies Unlimited
Industry: Investment Banking
Location: Utah
Website: nannies-unlimited.com
Company Size: 1-10
Company Address: P/o Box 251, American Fork, Utah, United States
Nannies Unlimited Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Autumn Legate | Preschool Lead And Supervisor |
12. Bridge Investment Group Partners, Llc
Industry: Investment Banking
Location: Utah
Company Founded: 2009
Company Size: 1-10
Company Address: 5295 Commerce Drive, Salt Lake City, Utah, United States
Bridge Investment Group Partners, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Viola Edge | Accountant |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Jared Barfuss | Custom Business Sales, Llc | Business Broker | Owner | |||
2 | Burton Kloster | Park City Angels | Member | |||
3 | Donald Roll | Park City Angels | Treasurer - Board Member | |||
4 | Bree Jones | Park City Angels | Member | |||
5 | Frank Weinrauch | Park City Angels | Member | |||
6 | Kevin Huang | Park City Angels | Deal Monitor | |||
7 | John Kingry | Park City Angels | Investor | |||
8 | Patrick Acton | Park City Angels | Abc | |||
9 | Taylor Garrett | Orchard Securities | President | |||
10 | J Bucky Heiden | Orchard Securities | Vice President Of Sales | |||
11 | Minh Le | North Capital Private Securities Corporation | Principal, Research And Due Diligence | |||
12 | Sara Borazan | North Capital Private Securities Corporation | Managing Director, Head Of Business Development | |||
13 | Priyanka Singh | North Capital Private Securities Corporation | Project Manager | |||
14 | Nikki Gilbreth | North Capital Private Securities Corporation | Director Of Business Development | |||
15 | Linsey Harkness | North Capital Private Securities Corporation | Managing Director | |||
16 | Jana Kirwel | North Capital Private Securities Corporation | Associate | |||
17 | Jessi Mills | North Capital Private Securities Corporation | Director, Operations And Custody | |||
18 | Nick Hansen | Dfpg Investments, Inc. | Chief Marketing Officer | |||
19 | Maff Michele M. Laws | Dfpg Investments, Inc. | Registered Representative | |||
20 | Dave Laga | Dfpg Investments, Inc. | Chief Investment Officer | |||
21 | Nathan Rydalch | Dfpg Investments, Inc. | Registered Representative | |||
22 | Brad Anderson | Dfpg Investments, Inc. | Chief Compliance Officer | |||
23 | Nathan Wade | Dfpg Investments, Inc. | Associate Investment Analyst | |||
24 | Shelley Smith | Dfpg Investments, Inc. | Exceutive Assistant | |||
25 | Michael Drury | United Mergers & Acquisitions | President | |||
26 | Dean Dinas | United Mergers & Acquisitions | Research Director | |||
27 | Michael Mojica | United Mergers & Acquisitions | Mergers And Acquisitions Intermediary | |||
28 | Jake Morley | Cottonwood Equity Investments, Llc | Controller | |||
29 | Chet Thomas | Cottonwood Equity Investments, Llc | Manager | |||
30 | Amy Lasala | Blue Sky Business Resources | Vice President Of Operations | |||
31 | Jarrett Nielsen | Zions Direct, Inc. | Investment Representative | |||
32 | Jason Allred | Indpendent Stock Market | Senior Executive At Indpendent Stock Market | |||
33 | Les Titus | Indpendent Stock Market | Vice President At Indpendent Stock Market | |||
34 | Deo Lysander | Indpendent Stock Market | Day Trader And Stock Analyst At Indpendent Stock Market | |||
35 | Autumn Legate | Nannies Unlimited | Preschool Lead And Supervisor | |||
36 | Viola Edge | Bridge Investment Group Partners, Llc | Accountant |
Investment Banking companies in different regions of USA