Inactive

Preston Robert Williams

Grandeur Peak Global Advisors

Salt Lake City, UT

CRD 6807989

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Employer firm

Grandeur Peak Global Advisors CRD 158270

$3.80B regulatory AUM

Reported services (Item 5G)

Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)

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

Current Employers

Grandeur Peak Global Advisors

136 S Main St Ste 720, Salt Lake City, UT 84101 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2021-12-15

UT RA
APPROVED

Since 2021-12-15

Branch Locations

136 S Main St Ste 720, Salt Lake City, UT 84101 • 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

Organization	City	State	From	To
Grandeur Peak Global Advisors, Llc	Salt Lake City	UT	08/2017	Present
Citigroup	Salt Lake City	UT	06/2017	09/2017
Grandeur Peak Global Advisors, Llc	Salt Lake City	UT	05/2016	05/2017
University Of Utah	Salt Lake City	UT	01/2015	05/2018

08/2017 → Present

Grandeur Peak Global Advisors, Llc

Salt Lake City, UT
06/2017 → 09/2017

Citigroup

Salt Lake City, UT
05/2016 → 05/2017

Grandeur Peak Global Advisors, Llc

Salt Lake City, UT
01/2015 → 05/2018

University Of Utah

Salt Lake City, UT

Designations

Chartered Financial Analyst

Other Names

Preston Williams

View on SEC IAPD

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