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. The firm is listed as being owned by a domestic entity and an individual. In FINTRX’s profile the firm is categorized as unclassified; it is not identified as a capital allocator and is not flagged as an active ESG investor. The record also indicates Ridgeview Capital is not a multistate adviser, not newly formed, and does not serve in a pension consultant or related-adviser capacity. The firm has not provided descriptive details about its investment approach, target client segments, fee schedules, or specific advisory activities in the source data.

Assets & Accounts

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

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