PPrivate Fund Data Log in Join · $37/mo

Narus Financial Partners, LLC

● SEC registered since 2014CRD 173534SEC# 801-80500Salt Lake City, UT
Export (members)
Reg. AUM
$467.7M
Employees
7
Accounts
197
Location
Salt Lake City, UT

Narus Financial Partners, LLC assets under management

Narus Financial Partners, LLC operates as an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2014. It reports $467.7 million in regulatory assets under management and employs 7 people.

Narus Financial Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Curtis Teichert Lamb ControlMember25-50%2014
Jared Daniel Stubbs ControlMember And President25-50%2014
Michael William Robinson ControlMember25-50%2014
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Narus Financial Partners, LLC manage?

Narus Financial Partners, LLC reports $467.7 million in regulatory assets under management on its Form ADV.

How many employees does Narus Financial Partners, LLC have?

Narus Financial Partners, LLC reports 7 employees.

Where is Narus Financial Partners, LLC located?

Narus Financial Partners, LLC is based in Salt Lake City, UT and has been SEC-registered since 2014.

Does Narus Financial Partners, LLC disclose fund performance?

Narus Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1245 E. Brickyard Road, Suite 160, Salt Lake City, UT 84106
Phone866-534-0530
Fax866-470-6525
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$454.1M
Non-discretionary$13.7M
Total (RAUM)$467.7M