2801 North Thanksgiving Way
Suite 200
Lehi, Utah 84043
Tel: 801-407-8400
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 $1,788,465,610 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 29 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 145085 |
SEC# | 801-68453 |
Assets Managed by Firm | $1,788,465,610 |
No. of Clients | 19 |
No. of Advisors | 29 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 19 | $1,788,465,610 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$43,318,716,000 | 122 | 2250 | |
$22,406,537,116 | 238 | 90 | |
$6,250,778,068 | 28608 | 89 | |
$6,193,243,609 | 18 | 53 | |
$5,644,684,596 | 3387 | 56 |
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