Top 30 Investment Management Companies in Salt Lake City

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Below is the list of Top 30 Investment Management Companies in Salt Lake City ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Salt Lake City

1. Wasatch Advisors

Industry: Investment Management

Location: Salt Lake City, Utah

Website: wasatchfunds.com

Company Founded: 1975

Company Size: 51-200

Company Address: 505 Wakara Way, Salt Lake City, Utah, United States

Wasatch Advisors Contact Details

Name Title LinkedIn Phone Email
Chris Grant Regional Vice President
Jagjit Sahota Portfolio Manager
Noe Bellet Equity Research Analyst
Pedro Huerta Research Analyst
Anh Hoang Research Analyst
Allison He Associate Portfolio Manager - International Equities
Linda Lasater Portfolio Manager, International Opportunities Fund
Requires/Intent and 36 more Employees
Advertising
Cybersecurity Solutions
Automation
Customer Relationship Management
and more

2. Grandeur Peak Global Advisors, Llc

Industry: Investment Management

Location: Salt Lake City, Utah

Website: grandeurpeakglobal.com

Company Founded: 2011

Company Size: 11-50

Company Address: 136 South Main Street, Salt Lake City, Utah, United States

Grandeur Peak Global Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Mark Siddoway Head Of Client Service
Tyler Glauser Research Analyst
Jason Mullin Global Equities Trader
Nate Carmen Operations Analyst
Blake Walker Portfolio Manager
Sydney Dahl Data Analyst
Dane Nielson Equity Research Analyst
Requires/Intent and 6 more Employees
Branding
Automation
and more

3. Albion Financial Group

Industry: Investment Management

Location: Salt Lake City, Utah

Website: albionfinancial.com

Company Founded: 1982

Company Size: 11-50

Company Address: 812 East 2100 South, Salt Lake City, Utah, United States

Albion Financial Group Contact Details

Name Title LinkedIn Phone Email
Scott Kellner Operations Analyst
Doug Wells Partner
David Clark Operations Associate
Jason Ware Partner | Chief Investment Officer | Board Of Directors
Jason Ware Partner
Mike Kessler Portfolio Manager
Patrick Lundergan Financial Planner
Requires/Intent and 5 more Employees
Cloud Hosting
Predictive Analytics
AI Chatbots
IPO Advisory
and more

4. Lefavi Wealth Management

Industry: Investment Management

Location: Salt Lake City, Utah

Website: lefavi.com

Company Founded: 1980

Company Size: 11-50

Company Address: 2323 South Foothill Drive, Salt Lake City, Utah, United States

Lefavi Wealth Management Contact Details

Name Title LinkedIn Phone Email
Heidi Davies Executive Assistant To Chief Executive Officer
Jay Greenburg Wealth Advisor
Jeff Kemp Wealth Advisor
Stuart Enterline Associate Wealth Advisor
Ian Ramsrud Manager Of Operations
Jennifer Yurth Office Manager + Property Manager
Sam Fowers Accountant
Requires/Intent and 4 more Employees
AI Chatbots
Business Expansion
Customer Relationship Management
Institutional Asset Management
Cloud Hosting
and more

5. Keystone National Group, Llc

Industry: Investment Management

Location: Salt Lake City, Utah

Website: keystonenational.net

Company Founded: 2006

Company Size: 11-50

Company Address: 60 East South Temple Street, Salt Lake City, Utah, United States

Keystone National Group, Llc Contact Details

Name Title LinkedIn Phone Email
Heston Nielson Fund Manager And Principal
Eric Williams Vice President Finance
Cameron Schwab Analyst
Zach Clegg Controller
Craig Cardall Asset Manager
Brett Winder Controller
Michelle Mattson Operations Manager
Requires/Intent and 1 more Employees
High-Frequency Trading Solutions
SEO
and more

6. Millburn & Company

Industry: Investment Management

Location: Salt Lake City, Utah

Website: millburncompany.com

Company Founded: 2010

Company Size: 11-50

Company Address: 15 West South Temple, Salt Lake City, Utah, United States

Millburn & Company Contact Details

Name Title LinkedIn Phone Email
Jessica Barton Principal And Senior Vice President - Investor Relations And East Coast Acquisitions
John Konovodoff Asset Manager
Rick Lifferth Chief Financial Officer
Mitchell Sloan Controller
Jake Millburn Vice President
Jed Millburn Founding Principal And Chief Executive Officer
Anna Kallas Office Manager
Requires/Intent and 2 more Employees
High-Frequency Trading Solutions
Business Expansion
Market Research
AI-Powered Financial Forecasting
Robo-Advisors & AI Trading
and more

7. Moreton Asset Management

Industry: Investment Management

Location: Salt Lake City, Utah

Website: moretonadvisors.com

Company Founded: 2005

Company Size: 1-10

Company Address: 101 South 200 East, Salt Lake City, Utah, United States

Moreton Asset Management Contact Details

Name Title LinkedIn Phone Email
Benjamin Sehy Managing Director
Andy Robbins Managing Partner
Jordan Hansen Managing Partner And Chief Investment Officer At Moreton Asset Management
Jason Williams President
Dawn Dachenhausen Portfolio Manager
Requires/Intent
Market Research
Alternative Investment Consulting
Global Market Trend Analysis
AI-Based Credit Risk Assessment
CRM Systems
and more

8. Alliance Benefit Group Consultants

Industry: Investment Management

Location: Salt Lake City, Utah

Company Founded: 2004

Company Size: 1-10

Company Address: 3200 South 700 East, Salt Lake City, Utah, United States

Alliance Benefit Group Consultants Contact Details

Name Title LinkedIn Phone Email
Tom Krusic Vice President - Wealth Management And Retirement Plan Services
Amber Gray Executive Assistant
Wes Jensen Chief Investment Officer
Nathan Fitzgerald Financial Planning Assistant
Kimberly Solomon Financial Planning Intern
Hadley Nielson Wealth Manager
Requires/Intent
M&A Advisory
Accounting
Robo-Advisors & AI Trading
and more

9. Alta Capital Management

Industry: Investment Management

Location: Salt Lake City, Utah

Website: altacapital.com

Company Founded: 1981

Company Size: 11-50

Company Address: 6440 South Wasatch Boulevard, Salt Lake City, Utah, United States

Alta Capital Management Contact Details

Name Title LinkedIn Phone Email
Nate Rhees Principal
Michael Tempest Managing Partner And Chief Information Officer
Melanie Peche Principal
Zachary Bitner Client Services Leader
Haley Hammond Chief Compliance Officer
Nirvon Mahdavi Equity Research Analyst
Christian Tempest Financial Analyst, Assistant Portfolio Manager, Summer Intern
Requires/Intent and 1 more Employees
Digital Marketing
Sales
and more

10. University Of Utah Student Investment Fund

Industry: Investment Management

Location: Salt Lake City, Utah

Company Founded: 1998

Company Size: 11-50

Company Address: 1655 Campus Center Drive, Salt Lake City, Utah, United States

University Of Utah Student Investment Fund Contact Details

Name Title LinkedIn Phone Email
Austin Roberts Analyst
Renan Pereira Finance Bachelor Student
Dallen Peterson Equity Research Analyst
Requires/Intent
Cloud Hosting
Compliance & Risk Management
Investor Relations & Reporting
and more

11. Cfa Society Salt Lake

Industry: Investment Management

Location: Salt Lake City, Utah

Company Size: 11-50

Company Address: 505 South Wakara Way, Salt Lake City, Utah, United States

Cfa Society Salt Lake Contact Details

Name Title LinkedIn Phone Email
Kanak Kunapuli Board Member
Kaitlyn Loyd Executive Director
Requires/Intent
Cloud Hosting
Hedge Fund Strategies
AI-Based Credit Risk Assessment
IPO Advisory
Sales
and more

12. Yellowstone Partners

Industry: Investment Management

Location: Salt Lake City, Utah

Website: yellowstonepartners.com

Company Founded: 1972

Company Size: 11-50

Company Address: 2350 South 1300 East, Salt Lake City, Utah, United States

Yellowstone Partners Contact Details

Name Title LinkedIn Phone Email
Dave Hansen Principal
Iaccp Cameron Chief Compliance Officer
Mark Minarik Employee
Mike Grover Director Of Marketing
Mark Minarik Compliance Officer
Requires/Intent
Tax Optimization For Investments
E-commerce Integration
and more

13. Presidio Wealth Management

Industry: Investment Management

Location: Salt Lake City, Utah

Website: presidiowealth.com

Company Founded: 2002

Company Size: 1-10

Company Address: 6967 South River Gate Drive, Salt Lake City, Utah, United States

Presidio Wealth Management Contact Details

Name Title LinkedIn Phone Email
Parker Ppc Wealth Advisor And Branch Manager Lpl Financial
John Mcconkie Wealth Advisor
Requires/Intent
AI Chatbots
Digital Marketing
Global Market Trend Analysis
HR & Payroll Services
and more

14. Twin Peaks Wealth Management, Llc

Industry: Investment Management

Location: Salt Lake City, Utah

Website: twinpeakswealth.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1400 Foothill Drive, Salt Lake City, Utah, United States

Twin Peaks Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Scott Cheney President, Wealth Management Advisor
Requires/Intent
Branding
Technology
Web Development
and more

15. Wasatch Guaranty Capital

Industry: Investment Management

Location: Salt Lake City, Utah

Company Founded: 2011

Company Size: 1-10

Company Address: 299 South Main Street, Salt Lake City, Utah, United States

Wasatch Guaranty Capital Contact Details

Name Title LinkedIn Phone Email
Matthew Ethington Chief Financial Officer
John Olsen Controller
Requires/Intent
Institutional Asset Management
Mobile App Development
and more

16. Seven Canyons Advisors

Industry: Investment Management

Location: Salt Lake City, Utah

Website: sevencanyonsadvisors.com

Company Founded: 2017

Company Size: 1-10

Company Address: 22 East 100 South, Salt Lake City, Utah, United States

Seven Canyons Advisors Contact Details

Name Title LinkedIn Phone Email
Andrey Kutuzov Portfolio Manager
Spencer Stewart Portfolio Manager And Managing Partner
Requires/Intent
Compliance & Risk Management
Advertising
and more

17. Lunt Capital Management, Inc.

Industry: Investment Management

Location: Salt Lake City, Utah

Website: luntcapital.com

Company Founded: 2003

Company Size: 11-50

Company Address: 215 South State Street, Salt Lake City, Utah, United States

Lunt Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Smith Investment Operations Manager
Requires/Intent
Alternative Investment Consulting
Predictive Analytics
Data Security
AI Chatbots
and more

18. You First Financial

Industry: Investment Management

Location: Salt Lake City, Utah

Website: youfirstretirement.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3115 East Lion Lane, Salt Lake City, Utah, United States

You First Financial Contact Details

Name Title LinkedIn Phone Email
David Krauser Founder And Managing Member
Requires/Intent
Compliance & Risk Management
Institutional Asset Management
Business Expansion
and more

19. Syllabus Capital

Industry: Investment Management

Location: Salt Lake City, Utah

Website: syllabuscapital.com

Company Size: 1-10

Syllabus Capital Contact Details

Name Title LinkedIn Phone Email
Jesse Yeats Founder And Managing Director
Requires/Intent
ESG Investing & Impact Analysis
AI-Based Credit Risk Assessment
and more

20. Lionel Partners

Industry: Investment Management

Location: Salt Lake City, Utah

Website: lionelpartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 250 East 300 South, Salt Lake City, Utah, United States

Lionel Partners Contact Details

Name Title LinkedIn Phone Email
Dan Thuet Managing Partner
Requires/Intent
Mobile App Development
Business Expansion
AI Chatbots
Advertising
and more

21. National Capital Partners

Industry: Investment Management

Location: Salt Lake City, Utah

Company Founded: 2006

Company Size: 1-10

Company Address: 8899 South 700 East, Salt Lake City, Utah, United States

National Capital Partners Contact Details

Name Title LinkedIn Phone Email
Chad Tohinaka Senior Analyst
Matt Smock Managing Director
Requires/Intent
Web Development
AI
and more

22. Alta Bay Capital

Industry: Investment Management

Location: Salt Lake City, Utah

Company Founded: 2018

Company Size: 11-50

Company Address: 75 East 400 South, Salt Lake City, Utah, United States

Alta Bay Capital Contact Details

Name Title LinkedIn Phone Email
Brandon Baiamonte Chief Financial Officer
Requires/Intent
Institutional Asset Management
IPO Advisory
and more

23. Global Ceos

Industry: Investment Management

Location: Salt Lake City, Utah

Website: globalceos.net

Company Founded: 2017

Company Size: 1-10

Company Address: 650 West South Temple, Salt Lake City, Utah, United States

Global Ceos Contact Details

Name Title LinkedIn Phone Email
Priscilla Biehl Chief Executive Officer And Founder
Requires/Intent
Legal
Robo-Advisors & AI Trading
and more

24. Garrett Capital, Inc.

Industry: Investment Management

Location: Salt Lake City, Utah

Website: garrettcapital.com

Company Size: 1-10

Company Address: 299 South Main Street, Salt Lake City, Utah, United States

Garrett Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Kelly Allman Portfolio Manager
Ashley Mauricio Operations Assistant
Requires/Intent
High-Frequency Trading Solutions
M&A Advisory
and more

25. Fortress Asset Management

Industry: Investment Management

Location: Salt Lake City, Utah

Website: fortressassetmanagement.com

Company Founded: 2018

Company Size: 1-10

Company Address: 2150 South 1300 East, Salt Lake City, Utah, United States

Fortress Asset Management Contact Details

Name Title LinkedIn Phone Email
Mark Anderson Chief Investment Officer
Requires/Intent
IPO Advisory
AI Chatbots
and more

26. Geneva Self Storage

Industry: Investment Management

Location: Salt Lake City, Utah

Company Size: 1-10

Company Address: 6075 Highland Drive, Salt Lake City, Utah, United States

Geneva Self Storage Contact Details

Name Title LinkedIn Phone Email
Tini Mapu Property Manager
Requires/Intent
Cloud Solutions
Tax Optimization For Investments
Accounting
and more
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Salt Lake City Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Chris Grant Wasatch Advisors Regional Vice President
2 Jagjit Sahota Wasatch Advisors Portfolio Manager
3 Noe Bellet Wasatch Advisors Equity Research Analyst
4 Pedro Huerta Wasatch Advisors Research Analyst
5 Anh Hoang Wasatch Advisors Research Analyst
6 Allison He Wasatch Advisors Associate Portfolio Manager - International Equities
7 Linda Lasater Wasatch Advisors Portfolio Manager, International Opportunities Fund
8 Mark Siddoway Grandeur Peak Global Advisors, Llc Head Of Client Service
9 Tyler Glauser Grandeur Peak Global Advisors, Llc Research Analyst
10 Jason Mullin Grandeur Peak Global Advisors, Llc Global Equities Trader
11 Nate Carmen Grandeur Peak Global Advisors, Llc Operations Analyst
12 Blake Walker Grandeur Peak Global Advisors, Llc Portfolio Manager
13 Sydney Dahl Grandeur Peak Global Advisors, Llc Data Analyst
14 Dane Nielson Grandeur Peak Global Advisors, Llc Equity Research Analyst
15 Scott Kellner Albion Financial Group Operations Analyst
16 Doug Wells Albion Financial Group Partner
17 David Clark Albion Financial Group Operations Associate
18 Jason Ware Albion Financial Group Partner | Chief Investment Officer | Board Of Directors
19 Jason Ware Albion Financial Group Partner
20 Mike Kessler Albion Financial Group Portfolio Manager
21 Patrick Lundergan Albion Financial Group Financial Planner
22 Heidi Davies Lefavi Wealth Management Executive Assistant To Chief Executive Officer
23 Jay Greenburg Lefavi Wealth Management Wealth Advisor
24 Jeff Kemp Lefavi Wealth Management Wealth Advisor
25 Stuart Enterline Lefavi Wealth Management Associate Wealth Advisor
26 Ian Ramsrud Lefavi Wealth Management Manager Of Operations
27 Jennifer Yurth Lefavi Wealth Management Office Manager + Property Manager
28 Sam Fowers Lefavi Wealth Management Accountant
29 Heston Nielson Keystone National Group, Llc Fund Manager And Principal
30 Eric Williams Keystone National Group, Llc Vice President Finance
31 Cameron Schwab Keystone National Group, Llc Analyst
32 Zach Clegg Keystone National Group, Llc Controller
33 Craig Cardall Keystone National Group, Llc Asset Manager
34 Brett Winder Keystone National Group, Llc Controller
35 Michelle Mattson Keystone National Group, Llc Operations Manager
36 Jessica Barton Millburn & Company Principal And Senior Vice President - Investor Relations And East Coast Acquisitions
37 John Konovodoff Millburn & Company Asset Manager
38 Rick Lifferth Millburn & Company Chief Financial Officer
39 Mitchell Sloan Millburn & Company Controller
40 Jake Millburn Millburn & Company Vice President

Investment Management companies in different cities of Utah

No. Industry Number of Contacts Download
1 Investment Management Companies in Provo 690
2 Investment Management Companies in Draper 345