Narus Financial Partners, LLC

RIASEC Registered
Total AUM
$559M
Discretionary
$545M
97% of AUM
Avg account
$974K
Accounts
574
Employees
7
Advisory reps
7

Firm details

Headquarters
Salt Lake City , Utah
CRD number
173534
Registered since
October 27, 2014
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.82%
  • Individuals9.91%
  • Charitable Organizations5.7%
  • Corporations / Businesses4.56%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Narus Financial Partners, LLC is an independent, individually owned registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small-business clients, and also serves institutional accounts. The firm is SEC registered (registered in 2014) and bills clients through a mix of asset-based fees, hourly charges and fixed fees. Narus is listed as not being a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Its public filing notes an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 39%, State & Local Bonds 10%, Cash & Cash Equivalents 4%, Private Funds 2%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities39%
  • State & Local Bonds10%
  • Cash & Cash Equivalents4%
  • Private Funds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 140

Active vs passive

$245M in ETFs

Passive

85%

$209M

Active

12%

$36.3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$13.5M69,0205.51%

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , 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
1245 E Brickyard Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth