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 is registered with the SEC as an investment adviser since 2004. Public data lists ownership as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source snapshot and does not report activities typical of a capital allocator. It is not identified as an active ESG investor, not designated a multi-state adviser, and is not labeled a pension consultant or a related adviser. The firm has not provided publicly available detail about its advisory services, client segments, fee schedules, or specific business activities, so those elements cannot be described from the available record.

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

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Recent M&A activity

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Recent filings

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Awards

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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