WEST RIDGE ADVISORS

1528 W. Warm Springs Rd #120
Henderson, Nevada 89014
Tel: (702) 547-9483

About WEST RIDGE ADVISORS

WEST RIDGE ADVISORS, formally registered with the SEC as WEST RIDGE ADVISORS. The firm was established in 03/13/2020. They have over 5 offices throughout the country.

WEST RIDGE ADVISORS is a Henderson, Nevada based Financial Planning firm with nearly $188,574,674 assets under management, offering retirement planning & investment advisory services to 690 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282718
SEC#	801-118247
Assets Managed by Firm	$188,574,674
No. of Clients	690
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	690	$188,574,674
Individuals (other than high net worth individuals)	321	$27,600,000
High net worth individuals	67	$96,039,543
Pension and profit sharing plans	206	$64,935,131

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