MHL TAMP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JOSEPH VIGLIAROLO
Chief Compliance OfficerCRD 4880434
ROY JONES
Co-Founder & COOCRD 3166097
Monica Akbar
Chief Compliance OfficerCRD 6262432
Contacts
3 of 17Nicholas Elrod
Investment AdvisorCRD 7370834
Max Andrus
SupportCRD 8077153
Andrew Gregor
Wealth AdvisorCRD 6888760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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