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, 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
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$245M in ETFs
85%
$209M
12%
$36.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $13.5M | 69,020 | 5.51% |
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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