linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Harvin Schaffernoth

Alta Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Harvin Schaffernoth

Andrew Harvin Schaffernoth is a registered investment advisor representative with Alta Capital Management LLC. Andrew has been in the industry since 2000, and holds the Series 7, 63 and 66 licenses. Andrew specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Andrew's firm manages over $1.7 Billion in client assets.

Firm Information

Andrew Schaffernoth is currently registered with Alta Capital Management LLC. Alta Capital Management LLC is an investment advisor registered with the SEC and located in SALT LAKE CITY, UT. The firm provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as selection of other advisors. They manage over $1.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm also has experience working with religious institutions, limited partnerships, and UMA platforms.
Alta Capital Management LLC

6440 SOUTH WASATCH BLVD

SALT LAKE CITY, UT 84121

$1.71B

Assets Under Management

16

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Schaffernoth’s Registration & Firm History

UT

01/06/2024 - Present

Alta Capital Management LLC (SALT LAKE CITY UT)

WI

10/26/2000 - 05/29/2002

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

Not sure if Andrew Harvin Schaffernoth is right for you?

Licenses & Designations

BOTH

Issued 12/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Harvin Schaffernoth.
Not sure if Andrew Harvin Schaffernoth is right for you?