E6 Portfolios
● SEC registered since 2023CRD 326617SEC# 801-128335Midvale, UT
Reg. AUM
$239.4M
Employees
9
Accounts
1,785
Location
Midvale, UT
E6 Portfolios assets under management
E6 Portfolios is an investment advisory firm registered with the SEC based in Midvale, UT. The firm has been registered since 2023. It reports $239.4 million in regulatory assets under management and employs 9 people.
E6 Portfolios owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| E6 Holdings, LLC Control | Owner | Over 75% | 2023 |
| Jason Howard Lindquist Control | Director Of Investments | Under 5% | 2023 |
| Joshua Paul Edward Dale Ray Jones Control | President | Under 5% | 2023 |
| Monica Rosalind Akbar Control | Compliance Manager | Under 5% | 2023 |
| Roy Russell Jones Control | Ceo And Chief Compliance Officer | Under 5% | 2023 |
| Joshua Paul Edward Dale Ray Jones Control | Owner, Managing Member | 25-50% | 2023 |
| Melvin Co Control | Owner | Over 75% | 2023 |
| Roy Russell Jones Control | Owner, Managing Member | 50-75% | 2023 |
Frequently asked questions
How much does E6 Portfolios manage?
E6 Portfolios reports $239.4 million in regulatory assets under management on its Form ADV.
How many employees does E6 Portfolios have?
E6 Portfolios reports 9 employees.
Where is E6 Portfolios located?
E6 Portfolios is based in Midvale, UT and has been SEC-registered since 2023.
Does E6 Portfolios disclose fund performance?
E6 Portfolios is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Everspire Plaza, 6900 S. 900 E., Suite 200, Midvale, UT 84047 |
| Phone | 801-545-8706 |
| Fax | 801-545-8706 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$239.4M▲ 79%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$239.4Mregulatory AUM
Discretionary $239.4M