Ridgeview Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
128375
Registered since
February 23, 2004

Firm profile

FINTRX

Overview

Ridgeview Capital, LLC is organized as a limited liability company with a domestic ownership structure that includes individual ownership. Publicly available records in the FINTRX snapshot are sparse: the firm is categorized as unclassified and is not identified as a capital allocator or an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. There are no firm-level disclosures in the source dataset about investment strategies, target client types, fee arrangements, advisory services, or other business activities. That limited public footprint suggests Ridgeview Capital maintains a low profile in regulatory and industry data sources.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Clark Stohl

    Clark Stohl

    Managing DirectorCRD 437050

  • William Morgan

    FinOpCRD 852925

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
723 W Pacific Ave
Time zone
MT (UTC-7)
Office locations

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