Unclaimed Profile

Ronald Lee Shurts

SHURWEST ASSET MANAGEMENT, LLC·SCOTTSDALE, Arizona

Clean recordSHURWEST ASSET MANAGEMENT, LLC

14287 N. 87TH STREET, SUITE 120, SCOTTSDALE, AZ 85260CRD# 4365088Firm CRD# 164099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald Lee Shurts · SCOTTSDALE, AZ

Registration

CRD #4365088 · SHURWEST ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4365088

Firm CRD# 164099

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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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