WEST RIM CAPITAL ASSOCIATES II, L.P.

2801 North Thanksgiving Way
Suite 200
Lehi, Utah 84043
Tel: 801-407-8400

About WEST RIM CAPITAL ASSOCIATES II, L.P.

WEST RIM CAPITAL ASSOCIATES II, LP, formally registered with the SEC as WEST RIM CAPITAL ASSOCIATES II, LP. The firm was established in 10/18/2007. They have over 2 offices throughout the country.

WEST RIM CAPITAL ASSOCIATES II, L.P. is a Lehi, Utah based Financial Planning firm with nearly $1,623,718,883 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145085
SEC#	801-68453
Assets Managed by Firm	$1,623,718,883
No. of Clients	20
No. of Advisors	29

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$1,623,718,883

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