Assets Under Management
$461.8M
Number of Clients
750
Number of Advisors
9
Average Client AUM
$616K
AUM per Advisor
$51.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dentist Advisors offers investment management, wealth management, and hourly consulting services. They tailor services to dentists, professionals, and high-net-worth individuals, focusing on financial planning and investment management. They use model portfolios of ETFs and mutual funds, and may engage sub-advisers or third-party managers.
6440 S Wasatch Blvd., Suite 215, Salt Lake City, UT, 84121