ALBION MANAGEMENT GROUP of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 105957). Regulatory assets under management: $2.0B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Ryan Jacobs | CHIEF COMPLIANCE OFFICER | Benson, NC |
| William Tobias Levitt | MEMBER OF BOARD OF DIRECTORS | — |
| John Quincy Bird | CHAIRMAN, CEO | — |
| Elizabeth Ada Bernhard | PRESIDENT | — |
| LEVITT WILLIAM TOBIAS | CHAIRMAN, CEO; MEMBER OF BOARD OF DIRECTORS; PRESIDENT | — |
| BIRD JOHN QUINCY | CHAIRMAN, CEO; PRESIDENT; VICE PRESIDENT | — |
| KNOTTS DEBRA | SECRETARY/TREASURER | — |
| BERGERSON JOHN P | CHIEF COMPLIANCE OFFICER | — |
| WELLS DOUGLAS ALLEN | PARTNER; VICE PRESIDENT | — |
| BLOOM KIMBERLY MARSH | CHIEF COMPLIANCE OFFICER | — |
| KNOTTS DEBRA RAE | SECRETARY/TREASURER/VICE PRESIDENT | — |
| WOOLF MASON LAIRD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | — |
| Bernhard Elizabeth Ada | PRESIDENT | — |
| JACOBS RYAN | CHIEF COMPLIANCE OFFICER | — |