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Austin Kade Bone

Wasatch Advisors LP

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About Austin Kade Bone

Austin Bone is a registered investment advisor representative with Wasatch Advisors LP. Austin is a well-seasoned financial professional with experience in the industry, having previously held a position with Goldman, Sachs & Co. in New York. Austin holds a Series 63 and Series 65 licenses, as well as several other industry licenses, including the Series 7, Series 86, and Series 87. Austin specializes in working with investment companies, pension and profit sharing plans, and state or municipal government entities.

Firm Information

Austin Bone is currently registered with Wasatch Advisors LP. Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.
Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio data to clients

Provide model portfolio data to clients

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.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Austin Bone’s Registration & Firm History

UT

01/11/2021 - Present

Wasatch Advisors LP (Salt Lake City UT)

NY

06/07/2013 - 05/16/2016

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/07/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2013

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/15/2013

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/06/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Kade Bone.
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