Albion Financial Group

CRD 105957 · Salt Lake City, UT · $2.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105957
SEC number: 801-18270
Firm type: RIA
Assets under management: $2.0B as of Jun 24, 2026
Website: www.facebook.com/ALBIONFINANCIALGROUP ↗
Phone: 801-487-3700
Address: 812 East 2100 South, Salt Lake City, UT, 84106

Advisors at this firm

20 in our index · page 1 of 1

Catherine Turnbull BarronCRD 4347941 · Salt Lake City, UT

IA Registered
John Quincy BirdCRD 1252937 · Salt Lake City, UT

IA Registered
Jose BitonCRD 4605856 · Salt Lake City, UT

IA Registered
Elizabeth Ada BernhardCRD 6723664 · Salt Lake City, UT

IA Registered
Sarah Rebecca BirdCRD 6727960 · Salt Lake City, UT

IA Registered
Michelle C BuxtonCRD 7189428 · Salt Lake City, UT

IA Registered
Bradley Kitt CurtisCRD 7517773 · Salt Lake City, UT

IA Registered
Danielle L GregoryCRD 6558217 · Salt Lake City, UT

IA Registered
Heath D HeavyCRD 7503640 · Salt Lake City, UT

IA RegisteredRegistration inactive
Walter Hanz JosephCRD 7021590 · Salt Lake City, UT

IA RegisteredRegistration inactive
Carrie Ann KerrCRD 4965799 · Salt Lake City, UT

IA Registered
Debra Rae KnottsCRD 1759748 · Salt Lake City, UT

IA Registered
William Tobias LevittCRD 1252930 · Salt Lake City, UT

IA Registered
Patrick Klein LunderganCRD 6058604 · Salt Lake City, UT

IA RegisteredRegistration inactive
Zachary RileyCRD 6170296 · Salt Lake City, UT

IA Registered
Anders Johnson SkagerbergCRD 7158801 · Salt Lake City, UT

IA Registered
Jason WareCRD 5848104 · Salt Lake City, UT

IA Registered
Douglas Allen WellsCRD 4996428 · Salt Lake City, UT

IA Registered
Jackson George WatsonCRD 7503666 · Salt Lake City, UT

IA Registered
Bo WilkinsonCRD 8135934 · Salt Lake City, UT

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 105957 ↗ FINRA BrokerCheck record for firm CRD 105957 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.