|
⚲
|
| West Ridge Advisors LLC
✚
| |
|---|---|
| CRD # | 282718 |
| SEC # | 801-118247 |
| CIK # | |
| AUM | $188.6 MM (2024-03-29) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 702-547-9483 |
| Address | 1528 W Warm Springs Rd 120 Henderson, NV 89014 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 27.6 |
| (b) Individuals (high net worth individuals) | 67 | 96.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 206 | 64.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 690 | 188.6 |
| By Discretionary | ||
| Discretionary | 622 | 130.6 |
| Non-Discretionary | 68 | 58.0 |
| Total | 690 | 188.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.6 | |
| Total | 690 | 188.6 |
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