RIDGEVIEW CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2004
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 and has been SEC-registered since 2004. Public records classify the firm as "unclassified" and identify its ownership structure as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator, is not active on ESG investing, and does not appear as a multi-state adviser. It is also not described as a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not supply specifics about Ridgeview Capital’s advisory services, client mix, fee schedule, or the day-to-day business activities the firm conducts.

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

    Managing DirectorCRD 437050

  • WILLIAM MORGAN

    FinOpCRD 852925

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth