ALBION FINANCIAL GROUP (CRD# 105957) is an SEC-Registered Investment Advisor (RIA), headquartered in Salt Lake City, UT. The SEC approved the firm to operate as an RIA in Feb 1983. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.0 Billion, and has discretion over 94% of those assets.   Pooled investment vehicles (Private Funds) account for 2% of RAUM.   Non-US investors represent 0% .  
ALBION FINANCIAL GROUP also reported in Mar 2018:
  • 26 employees, with 7 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ALBION FINANCIAL GROUP has no disclosure events reported to the SEC at this time.

View ALBION FINANCIAL GROUP's most recent Form ADV filing

ALBION FINANCIAL GROUP has Notice Filings with the following State Securities Authorities: AZ-May 2003, CA-Jul 1986, HI-Mar 2012, ID-Mar 1986, LA-Mar 2012 , MN-Mar 2012, MT-Mar 2005, NH-Mar 2012, NV-May 2005, NY-Mar 2012 , OR-Mar 2018, TX-Jan 2011, UT-Nov 1991, VA-Mar 2012, VT-Feb 1995 , WA-Mar 2003

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