Rock Canyon Advisory Group, Inc. is an adviser based in Lehi. It manages $3.3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Utah.
Rock Canyon Advisory Group provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rock Canyon Advisory Group, Inc. is $3.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rock Canyon Advisory Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jonathan Neil Ferrell has been acting as President since 1 Nov 2002. Todd C Draney joined the executive team most recently as the Director.
The principal office where Rock Canyon Advisory Group, Inc. performs its advisory services is located at 2989 West Maple Loop,Suite 210, Lehi, UT 84043, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 801-753-0045 or by fax 801-753-0051. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.