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Fraser Edwards Inouye

West Ridge Advisors

Henderson, NV

CRD 6712356

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Employer firm

West Ridge Advisors CRD 282718

$396M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
West Ridge Advisors

1528 W. Warm Springs Rd #120, Henderson, NV 89014 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2017-01-12
  • NV RA
    APPROVED
    Since 2017-01-12

Branch Locations

1528 W. Warm Springs Rd #120, Henderson, NV 89014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
West Ridge Advisors, Llc Henderson NV 01/2017 Present
Udall Cpa Group Pllc Henderson NV 01/2011 12/2017
Inouye Cpa Llc Henderson NV 01/2018 Present
  • 01/2017 → Present
    West Ridge Advisors, Llc
    Henderson, NV
  • 01/2011 → 12/2017
    Udall Cpa Group Pllc
    Henderson, NV
  • 01/2018 → Present
    Inouye Cpa Llc
    Henderson, NV
Other Businesses

(1) 01/2018-Present: Inouye CPA LLC/Not investment related/Henderson, NV/Accounting firm/CPA/Accounting services/Involves 160 or more hours per month, including during traditional business hours.// (2) 2001-Present: Insurance agent/Insurance related/Henderson, NV/Insurance products and services via unaffiliated issuers/Involves less than two percent times each month, including during traditional business hours.// (3) 2017-Present:Mint Payroll, LLC/Not investment related/Henderson, NV/Payroll services/Shareholder/Up to five hrs per week during business hours.//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-16
  • S65 Uniform Investment Adviser Law Examination
    2016-05-16

View on SEC IAPD

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