Claim Profile
CU

Chidozie Kermichael Ugwumba

SYMBIOSIS CAPITAL PARTNERS, LLC·BENTONVILLE, Arkansas
Unclaimed Profile
609 SW 8TH STREET, BENTONVILLE, AR 72712CRD# 5124334Firm CRD# 316599
01

About

Chidozie Kermichael Ugwumba is a registered financial advisor based in BENTONVILLE, Arkansas, affiliated with SYMBIOSIS CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SYMBIOSIS CAPITAL PARTNERS, LLC
SYMBIOSIS CAPITAL PARTNERS, LLC
AUM
$279M
Regulatory assets under management
Employees
10
Total firm employees
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: PRO RATA EXPENSE REIMBURSEMENT
Regulatory
SEC/IARD CRD# 5124334
Firm CRD# 316599
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BENTONVILLE?

Browse all registered financial advisors in BENTONVILLE, Arkansas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Chidozie Kermichael Ugwumba offer?
Chidozie Kermichael Ugwumba specializes in Retirement Planning. Contact their office in BENTONVILLE, Arkansas for a consultation.
What are Chidozie Kermichael Ugwumba's credentials?
Chidozie Kermichael Ugwumba is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chidozie Kermichael Ugwumba located?
Chidozie Kermichael Ugwumba is based in BENTONVILLE, Arkansas, working with SYMBIOSIS CAPITAL PARTNERS, LLC. Their office serves clients in the BENTONVILLE metropolitan area and surrounding communities.
How does Chidozie Kermichael Ugwumba charge for services?
Chidozie Kermichael Ugwumba's firm is compensated through performance-based fees, other: pro rata expense reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYMBIOSIS CAPITAL PARTNERS, LLC?
SYMBIOSIS CAPITAL PARTNERS, LLC has approximately 10 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty