Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > mesa > ROVIN CAPITAL
ROVIN CAPITAL
1 N. Macdonald
Suite 201
Mesa, Arizona 85201
Tel: 480-739-2110
About ROVIN CAPITAL
ROVIN CAPITAL, formally registered with the SEC as ROVIN CAPITAL. The firm was established in 02/24/2010. They have over 2 offices throughout the country.
ROVIN CAPITAL is a Mesa, Arizona based Financial Planning firm with nearly $596,130,000 assets under management, offering retirement planning & investment advisory services to 2034 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152662 |
| SEC# | 801-71109 |
| Assets Managed by Firm | $596,130,000 |
| No. of Clients | 2034 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2034 | $596,130,000 |
| Individuals (other than high net worth individuals) | 475 | $87,252,000 |
| High net worth individuals | 137 | $339,038,000 |
| Pension and profit sharing plans | 298 | $121,698,000 |
| Charitable organizations | 16 | $1,609,000 |
| Corporations or other businesses | 30 | $46,533,000 |
More Retirement Planning firms in Mesa, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $94,557,613,744 | 437201 | 6838 | |
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Mesa, Arizona