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Ricaldo Zavala

ZAVALA, RICALDO·DEL MAR, California
Unclaimed Profile
5980 RANCHO DIEGUENO ROAD, DEL MAR, CA 92014CRD# 1122233Firm CRD# 164752
01

About

Ricaldo Zavala is a registered financial advisor based in DEL MAR, California, affiliated with ZAVALA, RICALDO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
ZAVALA, RICALDO
ZAVALA, RICALDO
AUM
$299M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ZAVALA, RICALDO →
Services
Portfolio management (individuals)
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 1122233
Firm CRD# 164752
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ricaldo Zavala offer?
Ricaldo Zavala specializes in Investment Management. Contact their office in DEL MAR, California for a consultation.
What are Ricaldo Zavala's credentials?
Ricaldo Zavala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ricaldo Zavala located?
Ricaldo Zavala is based in DEL MAR, California, working with ZAVALA, RICALDO. Their office serves clients in the DEL MAR metropolitan area and surrounding communities.
How does Ricaldo Zavala charge for services?
Ricaldo Zavala's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAVALA, RICALDO?
ZAVALA, RICALDO has approximately 2 employees and manages $299M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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