EW
EW

Erica Ann West

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
84 clients
Average Client Portfolio
$178.4M average
Assets Under Management
$15.0B

Fee Structure

Financial Planning:Investment management only
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Location

5314 River Run Drive, Suite 210, Provo, UT, 84604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erica manages short-term rental properties as a member of Hosted by Us since May 2023. She spends a few hours per week on servicing, cleaning, and maintenance.

Employment History
Current Registrations
Townsquare Capital, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2015 - April 2018 · 2 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Erica Ann West - Financial Advisor | TrueAdvisor