Albion Financial is a fund manager in Salt Lake City with $1.41 bn assets under management.
Company profile
Website
Employees
Location
Industry
Former names
Albion Management Group
SEC CIK
IRS number
870392058
SEC advisor number
801-18270
FINRA CRD number
105957
AUM ?
$1.60 bn
(as of 28 Mar 24)
Accounts
2,292
(as of 28 Mar 24)
Employees
30
(11 investment advisory or research)
Address
Albion Financial
812 EAST 2100 SOUTH
SALT LAKE CITY
UT 84106
812 EAST 2100 SOUTH
SALT LAKE CITY
UT 84106
Phone
8014873700
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Albion Financial Group | $1.41 bn | |
Albion Fund I, LP | $1.23 mm | Other Private Fund |
Albion Fund II, LP | $7.97 mm | Other Private Fund |
Albion Fund III, LP | $3.73 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22