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Curtis Kolby Udall

WEST RIDGE ADVISORS, LLC·HENDERSON, Nevada
Unclaimed Profile
1528 W. WARM SPRINGS RD #120, HENDERSON, NV 89014CRD# 7618748Firm CRD# 282718
01

About

Curtis Kolby Udall is a registered financial advisor based in HENDERSON, Nevada, affiliated with WEST RIDGE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEST RIDGE ADVISORS, LLC
WEST RIDGE ADVISORS
AUM
$189M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WEST RIDGE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7618748
Firm CRD# 282718
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Curtis Kolby Udall offer?
Curtis Kolby Udall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HENDERSON, Nevada for a consultation.
What are Curtis Kolby Udall's credentials?
Curtis Kolby Udall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Kolby Udall located?
Curtis Kolby Udall is based in HENDERSON, Nevada, working with WEST RIDGE ADVISORS, LLC. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.
How does Curtis Kolby Udall charge for services?
Curtis Kolby Udall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST RIDGE ADVISORS, LLC?
WEST RIDGE ADVISORS, LLC has approximately 11 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nevada
LAS VEGAS (195)RENO (129)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideRENO GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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