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Building 2WEST RIDGE ADVISORS

Map pinHENDERSON, NV
Phone(702) 547-9483
NotebookSEC #801-118247
Total AUM
$396M
Employees
13
Clients
744

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1528 W. WARM SPRINGS RD #120
HENDERSON
NV 89014
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(702) 547-9483
Other Offices
5

ReceiptFinancials

Total AUM
$396M
Accounts
1,405
Discretionary
$238.3M
Accounts
1,140
Non-Discretionary
$157.7M
Accounts
265

ContactClients

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Individual Clients
306
AUM
$71.3M
HNW Individual Clients
55
AUM
$114.2M
Pension/Profit Sharing Plan Clients
383
AUM
$210.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOLANHNVTXUTWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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