Friday, August 08, 2014

Office visits in SLC and Provo this week and one day in the office (Friday).

Soltis Advisors office in Lehi
Riggs Capital Management
The Insight Group
The LeFavi Group
Wilson Financial
Albion Asset Management

Spent time setting up meetings in Honolulu on Monday of next week. Still trying to get appointments with:
Lee Financial ($400 mil AUM)
Cadinha & Co. ($900 mil AUM)
CKW Fin. Group ($900 mil AUM)