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Advisers in Oro Valley, AZ

3 advisers in Oro Valley — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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D Squared Capital Management, LLC13973 N Stone Gate Pl · Oro Valley, AZ 85755 · (406) 551-2198 · Flat / fixed feesCRD 154019 · % of assets, Fixed fees · $5.0 million AUMState registeredNo commissions reportedNrg Wealth Management12115 North Oracle Road, Suite 151 · Oro Valley, AZ 85737 · (520) 818-7822 · Financial planningCRD 289548 · % of assets, Hourly charges, Fixed fees · $242.0 million AUMSEC registeredNo commissions reportedRidge Capital Advisors, LLC10371 N. Oracle Rd., Suite 102 · Oro Valley, AZ 85737 · (520) 544-7607 · % of assets managedCRD 283756 · % of assets, Other · $4.5 million AUMState registeredNo commissions reported
Talking to advisers in Oro Valley? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.