Erica
West
Townsquare Capital, LLC
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About this Advisor
Erica West is a financial advisor based in Provo, Utah, working with Townsquare Capital, LLC. Erica has previously held positions at the University of Utah, Fidelity Brokerage Services, LLC, and Townsquare Capital. Erica has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Erica is part of Townsquare Capital, LLC, which operates out of Provo, Utah. The firm has 1 office and 17 employees. The firm manages assets totaling $8.8 billion and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Townsquare Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$8,777,551,735
17
33,539
$261,712
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Erica West Work History
Townsquare Capital
Fidelity Brokerage Services, LLC
University Of Utah
Disclosures
Please visit the SEC profile of Erica West to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Townsquare Capital, LLC
Idaho Falls, ID
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
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