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Building 2ROVIN CAPITAL

Map pinMESA, AZ
Phone480-739-2110
NotebookSEC #801-71109
Total AUM
$917.3M
Employees
14
Clients
730

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 N. MACDONALD
SUITE 201
MESA
AZ 85201
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-739-2110
Other Offices
1

ReceiptFinancials

Total AUM
$917.3M
Accounts
2,585
Discretionary
$831.1M
Accounts
1,744
Non-Discretionary
$86.2M
Accounts
841

ContactClients

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Individual Clients
363
AUM
$132.4M
HNW Individual Clients
157
AUM
$551.3M
Pension/Profit Sharing Plan Clients
166
AUM
$172.6M
Charitable Organization Clients
18
AUM
$2.8M
Corporation or Business Clients
26
AUM
$58.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIDNCNENVSCTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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