Narus Financial Partners, LLC

RIASEC Registered
Total AUM
$559M
Discretionary
$545M
97% of AUM
Avg account
$974K
Accounts
574
Employees
7
Advisory reps
7

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

FINTRX

Overview

Narus Financial Partners, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses, as well as some institutional clients. The firm is SEC-registered (registration year 2014) and operates as a limited liability company under individual ownership. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements, reflecting a hybrid advisory model that accommodates ongoing investment management and project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 39%, State & Local Bonds 10%, Cash & Cash Equivalents 4%, Private Funds 2%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities39%
  • State & Local Bonds10%
  • Cash & Cash Equivalents4%
  • Private Funds2%

Owners & executives

3 of 3
  • Michael Robinson

    Michael Robinson

    Co-Founder and COOCRD 4144709

  • Jared Stubbs

    Jared Stubbs

    Personal Wealth Advisor CEOCRD 2813016

  • Sara Gunn-schinker

    Sara Gunn-schinker

    Chief Compliance OfficerCRD 6241755

Contacts

3 of 4
  • Trent Bowers

    Trent Bowers

    Co-FounderCRD 4016539

  • Curtis Lamb

    Curtis Lamb

    Co-FounderCRD 2774690

  • Landon Malo

    Landon Malo

    AnalystCRD 7888369

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 143

Active vs passive

$245M in ETFs

Passive

87%

$213M

Active

11%

$31.3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$13.2M69,2595.40%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth