Healthequity Advisors LLC
Legal Name: HEALTHEQUITY ADVISORS, LLC
Full Contact Details
Healthequity Advisors LLC
15 WEST SCENIC POINTE DRIVE, SUITE 100, DRAPER, UT
801-727-1000
801-727-1005
Other Info
Healthequity Advisors LLC, an UT Limited Liability Company, provides advisory services to a single client with a team of 8 employees, of which 1 are in advisory roles. The firm's registration with the U.S. Securities and Exchange Commission was approved on April 26, 2013.
Toggle navigation HealthEquityAdvisors, LLC an SEC registered investment advisor Fiduciary Services Research & Reporting Web-based Advisory Tools Contact Conversation starters Investment Advisory Services for the HSA market HealthEquity Advisors, LLC is an SEC-registered investment advisor and a who…
Direct Owners
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CORDELL MCLACHLAN EGGETT
DIRECTOR OF FINANCE owns less than 5%
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DARCY GALEN MOTT
MEMBER OF THE BOARD OF MANAGERS owns less than 5%
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HEALTHEQUITY, INC.
SOLE SHAREHOLDER, MANAGER owns 75% or more
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JAMES REX IVIE
MANAGING DIRECTOR owns less than 5%
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JON KESSLER
MEMBER OF THE BOARD OF MANAGERS owns less than 5%
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RAYNARD HILL DAVIS
CHIEF COMPLIANCE OFFICER / DIRECTOR OF CORPORATE COMPLIANCE AND ETHICS owns less than 5%
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STEPHEN DALE NEELEMAN
MEMBER OF THE BOARD OF MANAGERS owns less than 5%