Unclaimed Profile

David Webb Passey

CLIFFORD CAPITAL PARTNERS, LLC·ALPINE, Utah

Clean recordCLIFFORD CAPITAL PARTNERS, LLC

363 S. MAIN STREET, ALPINE, UT 84004CRD# 6615265Firm CRD# 153956

Profile Verification

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

Identity

David Webb Passey · ALPINE, UT

Registration

CRD #6615265 · CLIFFORD CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Webb Passey is a registered financial advisor based in ALPINE, Utah, affiliated with CLIFFORD CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

CLIFFORD CAPITAL PARTNERS, LLC

AUM

$406M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLIFFORD CAPITAL PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6615265

Firm CRD# 153956

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Webb Passey offer?

David Webb Passey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALPINE, Utah for a consultation.

What are David Webb Passey's credentials?

David Webb Passey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Webb Passey located?

David Webb Passey is based in ALPINE, Utah, working with CLIFFORD CAPITAL PARTNERS, LLC. Their office serves clients in the ALPINE metropolitan area and surrounding communities.

How does David Webb Passey charge for services?

David Webb Passey'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 CLIFFORD CAPITAL PARTNERS, LLC?

CLIFFORD CAPITAL PARTNERS, LLC has approximately 10 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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