Assets Under Management

$710.7M

Number of Clients

671

Number of Advisors

11

Average Client AUM

$1.1M

AUM per Advisor

$64.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Rovin Capital LLC offers customized fee-based financial planning and investment advisory services. Services include comprehensive and focused financial planning, recommendation of third-party investment advisors, and portfolio management. Financial planning covers asset allocation, risk management, tax, retirement, and estate planning. Investment advice is tailored to individual needs and risk tolerance.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

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

11 Advisors at this firm