Kamas, UT Office

Team
Updated today

Client AUM

$547,605,080

Clients

2,572

Advisors

2

Of 9 advisors across 19 offices

Location

228 State Road 248, Suite 2 A

Kamas UT 84036

Advisors at this office

2

Advisors at this office

user avatar

Amy Y

Series 63, Series 65

Kamas, UT

Global Assets Advisory, LLC

Amy Yost is a financial advisor at Global Assets Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as secretary for the Kamas Valley Business Association and is a member of the Summit County Recreation Arts and Parks Advisory Committee, contributing to the review of grant applications. Global Assets Advisory, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering customized portfolios with a long-term investment approach supported by internal management and third-party asset managers.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Alan H

Series 63, Series 65

Kamas, UT

Global Assets Advisory, LLC

Alan Hansen is a financial advisor at Global Assets Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Advisory, LLC and Global View Capital Management, Ltd. Hansen also serves as a trustee for private trusts related to financial and real estate businesses. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach and offers tailored portfolio management through a network of independent advisors using a variety of investment vehicles and third-party managers.

Active portfolio management Options & derivatives strategies Concentrated stock management
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")