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David Fraser Bullock

WEST RIM CAPITAL ASSOCIATES II, L.P.·LEHI, Utah
Unclaimed Profile
2801 NORTH THANKSGIVING WAY, LEHI, UT 84043CRD# 4624233Firm CRD# 145085
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About

David Fraser Bullock 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.

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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# 4624233
Firm CRD# 145085
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Fraser Bullock offer?
David Fraser Bullock specializes in Retirement Planning. Contact their office in LEHI, Utah for a consultation.
What are David Fraser Bullock's credentials?
David Fraser Bullock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Fraser Bullock located?
David Fraser Bullock 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 David Fraser Bullock charge for services?
David Fraser Bullock'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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