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Curtis Robert Toone

WEST RIM CAPITAL ASSOCIATES II, L.P.·LEHI, Utah
Unclaimed Profile
3400 N. ASHTON BLVD., LEHI, UT 84043CRD# 5418607Firm CRD# 145085
01

About

Curtis Robert Toone 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
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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
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5418607
Firm CRD# 145085
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Curtis Robert Toone offer?
Curtis Robert Toone specializes in Retirement Planning. Contact their office in LEHI, Utah for a consultation.
What are Curtis Robert Toone's credentials?
Curtis Robert Toone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Robert Toone located?
Curtis Robert Toone 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 Curtis Robert Toone charge for services?
Curtis Robert Toone'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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Nearby cities in Utah
SALT LAKE CITY (358)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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