TrueAdvisor
TrueAdvisor
DD
DD

David Alfred Dietz

Rovin Capital
11 Years of Experience
View SEC Summary
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

Location

1910 S. Stapley Dr., Suite 119, Mesa, AZ, 85204

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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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Employment History
Current Registrations
Rovin Capital
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Midas Financial
May 2014 - December 2021 · 7 yrs 7 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.