NARUS FINANCIAL PARTNERS, LLC
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 173534
- Registered since
- October 27, 2014
- Website
- www.narusfinancial.com
- 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
FINTRXOverview
Narus Financial Partners, LLC is an independent registered investment adviser formed in 2014 and structured as an LLC with an individual owner. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management specifically for individuals and small businesses. Its fee model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Although Narus uses third-party alternatives (see below), it is not described as a capital allocator. The firm lists a law firm among its industry affiliations, which may reflect referral or professional relationships rather than in-house legal services. Narus is not identified as an active ESG investor on its filings.
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 Funds45%
- Exchange Traded Equities39%
- State & Local Bonds10%
- Cash & Cash Equivalents4%
- Private Funds2%
Owners & executives
3 of 4SARA GUNN-SCHINKER
Chief Compliance OfficerCRD 6241755
MICHAEL ROBINSON
Co-Founder and COOCRD 4144709
JARED STUBBS
Personal Wealth Advisor CEOCRD 2813016
Contacts
2 of 2CURTIS LAMB
Co-FounderCRD 2774690
Landon Malo
AnalystCRD 7888369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$214M in ETFs
89%
$191M
9%
$23.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $14M | 32,445 | 6.53% |
Location
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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