ABLE & STRONG ADVISORS, INC.

RIASEC Registered

Total AUM

$45.4M

Discretionary

$42.1M

93% of AUM

Avg account

$289K

Accounts

157

Employees

Advisory reps

Firm details

Headquarters: BOUNTIFUL, Utah
CRD number: 130069
Website: ableandstrongadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI46.8%
Individuals25.11%
Charitable Organizations16.16%
Corporations / Businesses11.84%
Pooled Investment Vehicles0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Able & Strong Advisors, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individual/family clients and institutional mandates and charges fees based on a percentage of assets under management. It is registered to act as a municipal advisor and lists a mix of advisory activities including financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus pension consulting services. Able & Strong does not identify as an active ESG investor and is not described as a multi-state adviser or capital allocator.