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Ryan Page Batchelor

Lone Peak Global Investors, LLC

Alpine, UT

CRD 5791034

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Employer firm

Lone Peak Global Investors, LLC CRD 153956

$598M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • PROVIDE MODEL PORTFOLIO RECOMMENDATIONS

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

Current Employers
Lone Peak Global Investors, Llc

363 S. Main Street Suite #101, Alpine, UT 84004 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2018-07-02
  • UT RA
    APPROVED
    Since 2018-07-02

Branch Locations

363 S. Main Street Suite #101, Alpine, UT 84004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clifford Capital Partners, Llc Alpine UT 04/2010 Present
  • 04/2010 → Present
    Clifford Capital Partners, Llc
    Alpine, UT
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

ROGER ALLEN HILL
DAVID WEBB PASSEY
LOUIS JAMES FETCH

Nearby Offices

OSAIC WEALTH, INC. · ALPINE, UT
AMERIPRISE FINANCIAL SERVICES, LLC · Alpine, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Alpine, UT

More in Alpine, UT

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