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Chairman, CEO · Albion Financial Group

John Q. Bird

CRD 1252937 · Named on Form ADV at one SEC-registered adviser

At a glance

Albion Financial Group, an SEC-registered wealth manager based in Salt Lake City, UT with $2.0 billion in regulatory assets, lists John Q. Bird on its Form ADV as Chairman, CEO, a control person.

Firms and roles

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John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.