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Donna Basinet Tillery

WEST RIM CAPITAL ASSOCIATES II, L.P.·LEHI, Utah
Clean recordWEST RIM CAPITAL ASSOCIATES II, L.P.
3400 N. ASHTON BLVD., LEHI, UT 84043CRD# 4880360Firm CRD# 145085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna Basinet Tillery · LEHI, UT
Registration
CRD #4880360 · WEST RIM CAPITAL ASSOCIATES II, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donna Basinet Tillery 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# 4880360
Firm CRD# 145085
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

Brady Reed Broadbent
LEHI, UT
Brian E Dunn
LEHI, UT
Burke Martin Davis
LEHI, UT
David Fraser Bullock
LEHI, UT
Curtis Robert Toone
LEHI, UT
James Luke Sorenson
LEHI, UT

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