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E6 Portfolios

● SEC registered since 2023CRD 326617SEC# 801-128335Midvale, UT
Export (members)
Reg. AUM
$134M
Employees
8
Accounts
1,069
Location
Midvale, UT

E6 Portfolios assets under management

E6 Portfolios is an investment advisory firm registered with the SEC based in Midvale, UT. The firm has been registered since 2023. It reports $134 million in regulatory assets under management and employs 8 people.

E6 Portfolios owners & executives

8 reported
NameTitleOwnershipSince
E6 Holdings, LLC ControlOwnerOver 75%2023
Jason Howard Lindquist ControlDirector Of InvestmentsUnder 5%2023
Joshua Paul Edward Dale Ray Jones ControlPresidentUnder 5%2023
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Frequently asked questions

How much does E6 Portfolios manage?

E6 Portfolios reports $134 million in regulatory assets under management on its Form ADV.

How many employees does E6 Portfolios have?

E6 Portfolios reports 8 employees.

Where is E6 Portfolios located?

E6 Portfolios is based in Midvale, UT and has been SEC-registered since 2023.

Does E6 Portfolios disclose fund performance?

E6 Portfolios is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressEverspire Plaza, 6900 S. 900 E., Suite 200, Midvale, UT 84047
Phone801-545-8706
Fax801-545-8706
Office hours9a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134M
Non-discretionary$0
Total (RAUM)$134M