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Tracy Kindall

FIDATO WEALTH LLC·STRONGSVILLE, Ohio
Unclaimed Profile
10749 PEARL ROAD, STRONGSVILLE, OH 44136CRD# 6769704Firm CRD# 158173
01

About

Tracy Kindall is a registered financial advisor based in STRONGSVILLE, Ohio, affiliated with FIDATO WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIDATO WEALTH LLC
FIDATO WEALTH LLC
AUM
$334M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FIDATO WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6769704
Firm CRD# 158173
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracy Kindall offer?
Tracy Kindall specializes in Financial Planning, Investment Management. Contact their office in STRONGSVILLE, Ohio for a consultation.
What are Tracy Kindall's credentials?
Tracy Kindall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Kindall located?
Tracy Kindall is based in STRONGSVILLE, Ohio, working with FIDATO WEALTH LLC. Their office serves clients in the STRONGSVILLE metropolitan area and surrounding communities.
How does Tracy Kindall charge for services?
Tracy Kindall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDATO WEALTH LLC?
FIDATO WEALTH LLC has approximately 12 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STRONGSVILLE
Kathleen K. Chapman — RIDGE CREEK GLOBAL, INC.William N. Chapman — RIDGE CREEK GLOBAL, INC.Emily Jayne Masters — RIDGE CREEK GLOBAL, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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