Be advised. This firm is no longer registered.

West Rim Capital I, LLC

West Rim Capital I, LLC (CRD# 124760) is a financial advisory firm headquartered in Lehi, UT. They manage $1,292,851 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3400 N. Ashton Blvd., Suite 400, Lehi, UT 84043
http://www.sorensoncapital.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $323,213
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at West Rim Capital I, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals