Unclaimed Profile

Curtis Robert Toone

WEST RIM CAPITAL ASSOCIATES II, L.P.·LEHI, Utah

Clean recordWEST RIM CAPITAL ASSOCIATES II, L.P.

3400 N. ASHTON BLVD., LEHI, UT 84043CRD# 5418607Firm CRD# 145085

Profile Verification

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

Identity

Curtis Robert Toone · LEHI, UT

Registration

CRD #5418607 · WEST RIM CAPITAL ASSOCIATES II, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WEST RIM CAPITAL ASSOCIATES II, L.P.

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEST RIM CAPITAL ASSOCIATES II, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5418607

Firm CRD# 145085

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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