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Brady Reed Broadbent

WEST RIM CAPITAL ASSOCIATES II, L.P.·LEHI, Utah
Clean recordWEST RIM CAPITAL ASSOCIATES II, L.P.
2801 NORTH THANKSGIVING WAY, LEHI, UT 84043CRD# 7529136Firm CRD# 145085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brady Reed Broadbent · LEHI, UT
Registration
CRD #7529136 · WEST RIM CAPITAL ASSOCIATES II, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brady Reed Broadbent is a registered financial advisor based in LEHI, Utah, affiliated with WEST RIM CAPITAL ASSOCIATES II, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WEST RIM CAPITAL ASSOCIATES II, L.P.
WEST RIM CAPITAL ASSOCIATES II, L.P.
AUM
$1.6B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at WEST RIM CAPITAL ASSOCIATES II, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7529136
Firm CRD# 145085
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brady Reed Broadbent offer?
Brady Reed Broadbent specializes in Retirement Planning. Contact their office in LEHI, Utah for a consultation.
What are Brady Reed Broadbent's credentials?
Brady Reed Broadbent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brady Reed Broadbent located?
Brady Reed Broadbent is based in LEHI, Utah, working with WEST RIM CAPITAL ASSOCIATES II, L.P.. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Brady Reed Broadbent charge for services?
Brady Reed Broadbent's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST RIM CAPITAL ASSOCIATES II, L.P.?
WEST RIM CAPITAL ASSOCIATES II, L.P. has approximately 29 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEST RIM CAPITAL ASSOCIATES II, L.P.

Brian E Dunn
LEHI, UT
Burke Martin Davis
LEHI, UT
David Fraser Bullock
LEHI, UT
Curtis Robert Toone
LEHI, UT
Donna Basinet Tillery
LEHI, UT
James Luke Sorenson
LEHI, UT

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