Unclaimed
Lynn Cundick Miller is a registered Investment Advisor Representative with Alta Capital Management LLC. Lynn has been in the industry since March 1979 and is registered in Utah. Lynn holds a Chartered Financial Analyst designation. Alta Capital Management LLC is a firm based in Salt Lake City, Utah, that manages $1.71 billion in assets for approximately 1,396 clients. The firm specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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UT
03/31/2009 - Present
Alta Capital Management LLC (SALT LAKE CITY UT)
Active
Inactive
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