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Ronald Lee Shurts

SHURWEST ASSET MANAGEMENT, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
14287 N. 87TH STREET, SUITE 120, SCOTTSDALE, AZ 85260CRD# 4365088Firm CRD# 164099
01

About

Ronald Lee Shurts is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with SHURWEST ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHURWEST ASSET MANAGEMENT, LLC
SHURWEST ASSET MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SHURWEST ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4365088
Firm CRD# 164099
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ronald Lee Shurts offer?
Ronald Lee Shurts specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Ronald Lee Shurts's credentials?
Ronald Lee Shurts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Lee Shurts located?
Ronald Lee Shurts is based in SCOTTSDALE, Arizona, working with SHURWEST ASSET MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Ronald Lee Shurts charge for services?
Ronald Lee Shurts's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHURWEST ASSET MANAGEMENT, LLC?
SHURWEST ASSET MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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