Andrew Wilson Stange

CFP

Rovin Capital

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Rovin Capital

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

671 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$710.7M

Fee Structure

Contact

Andrew Wilson Stange

Location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

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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.

Employment History

Current Registrations

Rovin Capital

March 2022 - Present · 3 yrs 11 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

July 2018 - February 2022 · 3 yrs 7 mos

Strategic Advisers LLC

April 2018 - July 2018 · 3 mos

Fidelity Brokerage Services LLCBroker

September 2012 - February 2022 · 9 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.