| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lewis Archibald Control | Partner & Chief Compliance Officer | Under 5% | 2025 |
| Nathan John Larsen Control | Practicing Partner | Under 5% | 2025 |
| Squire & Company, P.C. Control | Member | Over 75% | 2007 |
Squire Investment Management Company, LLC reports $493.9 million in regulatory assets under management on its Form ADV.
Squire Investment Management Company, LLC reports 12 employees.
Squire Investment Management Company, LLC is based in Orem, UT and has been SEC-registered since 2013.
Squire Investment Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1329 South 800 East, Orem, UT 84097 |
| Phone | 801-226-7722 |
| Fax | 801-228-2147 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $487.7M |
| Non-discretionary | $6.3M |
| Total (RAUM) | $493.9M |