MHL TAMP

Broker-DealerFINRA MemberEst. 1966
Total AUM
Accounts
0
Employees
7
Advisory reps
20
Brokerage reps
5
Avg account
$0

Firm details

Headquarters
MIDVALE, Utah
CRD number
2535
Registered since
February 26, 1966
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MHL Tamp operates as a corporation offering both broker-dealer and insurance broker services while also providing advisory portfolio management for individuals, small businesses, and institutional/business clients. The firm traces its SEC registration back to 1966 and is owned by an individual ownership structure. Its compensation approach combines percentage-of-assets-under-management fees and fixed-fee arrangements, reflecting a mix of traditional advisory billing and flat-fee engagement models. The firm is not positioned as an active ESG investor and is not identified as a multi-state adviser. Its advisory classification is unclassified in the available dataset, and it is not listed as a capital allocator. Given its broker-dealer and insurance broker roles, MHL Tamp appears to blend transactional product distribution with ongoing portfolio management for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JOSEPH VIGLIAROLO

    Chief Compliance OfficerCRD 4880434

  • ROY JONES

    Co-Founder & COOCRD 3166097

  • Monica Akbar

    Chief Compliance OfficerCRD 6262432

Contacts

3 of 17
  • Nicholas Elrod

    Investment AdvisorCRD 7370834

  • Max Andrus

    SupportCRD 8077153

  • Andrew Gregor

    Wealth AdvisorCRD 6888760

Unlock 14 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIDVALE, UT

SALT LAKE

Location

MIDVALE, UT

Headquartered in MIDVALE, 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
6900 S 900 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth