The ALBION FINANCIAL GROUP is a privately held investment adviser that advises $2.01Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ALBION FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 40.99% over the last 5-years.
The Group has been registered with the SEC for 43.5 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 812 EAST 2100 SOUTH, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 31 employees comprised of 14 investment and 17 non-investment staff. The total number of Employees increased by 14.81% over the last 5-years.
Their $2.01Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 13 other accounts. Assets of High Net Worth Individuals clients own $1.53Bn or 76.21% of Total Assets and Individuals own $403.4mn or 20.03% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ALBION FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.