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WEST RIM CAPITAL ASSOCIATES II, L.P.
WEST RIM CAPITAL ASSOCIATES II, L.P.
LEHI, Utah
·
12 registered advisors
·
CRD# 145085
SEC# 801-68453
1
801-407-8400
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WEST RIM CAPITAL ASSOCIATES II, L.P.
12 registered advisors
Brady Reed Broadbent
LEHI, Utah
CRD# 7529136
Brian E Dunn
LEHI, Utah
CRD# 5904968
Burke Martin Davis
LEHI, Utah
CRD# 6066531
Curtis Robert Toone
LEHI, Utah
CRD# 5418607
David Fraser Bullock
LEHI, Utah
CRD# 4624233
Donna Basinet Tillery
LEHI, Utah
CRD# 4880360
James Luke Sorenson
LEHI, Utah
CRD# 5418604
Larry Thomas Pierce
LEHI, Utah
CRD# 7257985
Mark R. Ludwig
LEHI, Utah
CRD# 6224404
Robert Joseph Rueckert
LEHI, Utah
CRD# 7265362
Ronald Paul Mika
LEHI, Utah
CRD# 4624235
Tim Welker Layton
LEHI, Utah
CRD# 5418595
05
Office Locations
LEHI, Utah
12 advisors
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Data sourced from SEC Form ADV filings. WEST RIM CAPITAL ASSOCIATES II, L.P. (CRD# 145085) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.