E6 Portfolios
E6 Portfolios is an SEC-registered mass-market adviser in Midvale, UT with $239.4M assets under management (AUM, regulatory AUM), +79% over one year. See who owns E6 Portfolios: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326617, SEC 801-128335, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $239.4M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Midvale, UT
- Employees
- 9
- Clients
- 781
- CRD
- 326617
- Ownership
- JONES, ROY, RUSSELL; Akbar, Monica, Rosalind; MELVIN CO; JONES, JOSHUA, PAUL EDWARD DALE RAY; Lindquist, Jason, Howard
How much AUM does E6 Portfolios have?
E6 Portfolios reported $239.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns E6 Portfolios?
Disclosed owners and executives of E6 Portfolios include JONES, ROY, RUSSELL, Akbar, Monica, Rosalind, MELVIN CO, JONES, JOSHUA, PAUL EDWARD DALE RAY, Lindquist, Jason, Howard. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.