PROFOLIO INVESTMENTS, INC.

PROFOLIO INVESTMENTS, INC. is an SEC-registered investment adviser (CRD 173241). Regulatory assets under management: $18.1M.

Registration

• CRD: 173241
• Type: Registered investment adviser
• Phone: 801-608-8874
• Latest filing: 2026-03-25
• Regulatory AUM: $18.1M
• Discretionary AUM: $18.1M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173241 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search