Fraser
Inouye
West Ridge Advisors
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About this Advisor
Fraser Inouye is a financial advisor operating in Henderson, Nevada with 6 years of relevant experience. Inouye is on the advisory team at West Ridge Advisors. During their career, the advisor has held roles at West Ridge Advisors, LLC, Udall Cpa Group Pllc and Inouye Cpa LLC. Inouye has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Nevada. West Ridge Advisors is an advisory business based in Henderson, NV. The firm has offices in three locations and a total of 10 employees. It oversees $153 million in assets under management between its 566 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 566 accounts, just 11% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees are based on which services the firm provides the client. However, fees charged by West Ridge Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Ridge Advisors Brokerage Details
$153,301,195
10
566
$270,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Fraser Inouye Work History
Fraser has been registered as a financial advisor for 6 years.*
Inouye Cpa LLC
West Ridge Advisors, LLC
Udall Cpa Group Pllc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fraser Inouye to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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