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Colva Capital LLC

Headquartered in SAN DIEGO, CA

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Firm Information

Colva Capital LLC is an investment advisor with 1 licensed agent and 1 investment advisory function. They primarily serve individuals other than high-net-worth individuals, managing $805,303 in assets. They offer financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Colva Capital LLC

$805,303

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

COLVA CAPITAL LLC has a total of 1 branch locations across the country.
location

SAN DIEGO, CA

Advisors at Colva Capital LLC

View All 1 Advisors
Unclaimed
Rajiv Rebello

RA

SAN DIEGO, CA

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Disclosures

There are no public disclosures for Colva Capital LLC.

Frequently Asked Questions (7)

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