Assets Under Management
$27.9B
Number of Clients
244
Number of Advisors
37
Average Client AUM
$114.4M
AUM per Advisor
$754.5M
Compensation
Fee-Only (AUM)
Wasatch Global Investors, founded in 1975, offers discretionary investment advice to mutual funds, collective trusts, separately managed accounts, and sub-advised products. They manage various investment styles, including growth, core, and value, across different market caps and geographies. The firm is 100% employee-owned and emphasizes a bottom-up research approach.
505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108