Curtis Ken Lingren

Employer firm

Alta Capital Management LLC CRD 106786

$1.60B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Alta Capital Management
  Salt Lake City, UT

Other Businesses

Teton Research Group, LLC 299 S Main St, Suite 1300 Salt Lake City, UT 84111 Curtis Lingren is the single owner of Teton Research Group, LLC which is an unclaimed property research and recovery service and is not investment related. The business serves to locate owners of unclaimed property and assist them in reclaiming funds held by various government agencies. All duties are managed by Curtis Lingren. Affiliation started when the LLC was organized on September 21, 2021. Hours dedicated to the business vary, but no more than 0 - 10 hrs/month currently (none of which include securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-20