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CERTEZA FUND ADVISORS LLC
CERTEZA FUND ADVISORS LLC
PROVIDENCE, Utah
·
4 registered advisors
·
CRD# 310848
SEC# 801-119809
0
435-760-0923
01
Firm Overview
AUM
$20M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CERTEZA FUND ADVISORS LLC
4 registered advisors
Brett Ronald Nelson
PROVIDENCE, Utah
CRD# 7296138
James Henry Macfarlane
PROVIDENCE, Utah
CRD# 5438855
Melvin Brett Jensen
PROVIDENCE, Utah
CRD# 7296141
Patrick Wayne Sharp
PROVIDENCE, Utah
CRD# 7296145
05
Office Locations
PROVIDENCE, Utah
4 advisors
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Data sourced from SEC Form ADV filings. CERTEZA FUND ADVISORS LLC (CRD# 310848) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.