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BONNEVILLE MULTI-FAMILY OFFICE

ROAN, MICHAEL CLARK

CRD 156284

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$8.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 18 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Commissions; PERCENTAGE OF TOTAL ASSETS

Org form

Sole Proprietorship

Filing date

2023-02-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals16$1.3M
High net worth individuals2$7.0M

All web addresses on file

Official SEC filing: View on IAPD