TIMPANOGOS FINANCIAL ADVISORS, INC.

TIMPANOGOS FINANCIAL ADVISORS, INC. of OREM, UT is an SEC-registered investment adviser (CRD 328166). Regulatory assets under management: $99.2M.

Registration

• CRD: 328166
• Type: Registered investment adviser
• Location: 821 NORTH 900 WEST, OREM, UT, 84057
• Phone: 801-607-5670
• Latest filing: 2026-02-10
• Regulatory AUM: $99.2M
• Discretionary AUM: $99.2M
• Clients: 2
• Accounts: 424

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328166 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search