Brandon Lee Fries

Wasatch Advisors LP

24 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Wasatch Advisors LP

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

244 clients

Average Client Portfolio

$114.4M average

Assets Under Management

$27.9B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brandon works as a marketing associate at Wasatch Advisors LP since 2000. This is a full-time commitment, with nearly full-time hours dedicated during trading hours.

Employment History

Current Registrations

Alps Distributors, INC.Broker

February 2003 - Present · 23 yrs

Wasatch Advisors LP

June 2001 - Present · 24 yrs 8 mos

State Registrations53 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.