Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Brian Bitner is a registered Investment Advisor Representative associated with Alta Capital Management LLC. Zachary is licensed in Utah and has been in the industry since February 2014. Zachary holds a Series 65 license. Alta Capital Management LLC is an investment advisory firm based in Salt Lake City, Utah. The firm provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
08/23/2018 - Present
Alta Capital Management LLC (SALT LAKE CITY UT)
IA
Issued 08/22/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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