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Stephanie Lynn West

TRUEDGE ASSET MANAGEMENT LLC·CARMEL, Indiana
Unclaimed Profile
484 EAST CARMEL DRIVE, CARMEL, IN 46032CRD# 6151646Firm CRD# 323442
01

About

Stephanie Lynn West is a registered financial advisor based in CARMEL, Indiana, affiliated with TRUEDGE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
TRUEDGE ASSET MANAGEMENT LLC
TRUEDGE ASSET MANAGEMENT LLC
AUM
$281K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TRUEDGE ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6151646
Firm CRD# 323442
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Lynn West offer?
Stephanie Lynn West specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CARMEL, Indiana for a consultation.
What are Stephanie Lynn West's credentials?
Stephanie Lynn West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Lynn West located?
Stephanie Lynn West is based in CARMEL, Indiana, working with TRUEDGE ASSET MANAGEMENT LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Stephanie Lynn West charge for services?
Stephanie Lynn West's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUEDGE ASSET MANAGEMENT LLC?
TRUEDGE ASSET MANAGEMENT LLC has approximately 5 employees and manages $281K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARMEL
Jonathan Richard Evans — JWEST LLCMatthew Semler Dodson — JWEST LLCSteve Maxwell Dauby — JWEST LLCJay Allen Brammer — INDIE HEALTHCARE FUND MANAGEMENT, LLCSean M O'connor — JWEST LLC
Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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