Albert Trinkl

CFA

Wasatch Advisors LP

3 Years of Experience

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 S 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.

Employment History

Current Registrations

Wasatch Advisors LP

November 2022 - Present · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.