Albion Financial Group

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
Albion Financial Group (Albion) is a wealth management firm based in Salt Lake City, Utah. Established in 1982, the firm provides investment management services including portfolio management, private equity, and venture capital, low-basis stock diversification, fixed income, mutual funds, and stock option valuation and financial planning, net worth and cash flow analysis, retirement counseling, estate planning, corporate trust services, tax planning, insurance planning, non-profit consulting, philanthropic investing, family office, real estate, education funding, and divorce planning. The assets of the firm are managed by the executive management team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
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  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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