Dentist Advisors
Firm details
- Headquarters
- Holladay, Utah
- CRD number
- 149559
- Registered since
- March 4, 2019
- Website
- dentistadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.12%
- Individuals20.88%
- Pension & Profit Sharing Plans3.82%
- Charitable Organizations0.14%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Dentist Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves individuals, families and institutional clients and describes itself as a capital allocator that also selects outside advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. The firm does not report an active ESG investing program and is not a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities2%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Justin Copier
Chief Operating OfficerCRD 7070734
Matthew Mulcock
CEOCRD 6185404
Contacts
3 of 8
Lauren Kearl
Financial Planning AssociateCRD 7832657
Reese Harper
Founder & ChairmanCRD 4907910
Sean Griffeth
Financial Planning AssociateCRD 6599572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$518M in ETFs
44%
$227M
56%
$291M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $187M | 3,613,432 | 36.08% |
Location
Holladay, UT
Salt Lake
Location
Holladay, UT
Headquartered in Holladay, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6440 S Wasatch Blvd
- Time zone
- MT (UTC-7)
- Office locations
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