Overview
Assets Under Management: $692 million
Headquarters: PLATTEVILLE, WI
High-Net-Worth Clients: 187
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,202
Discretionary Accounts: 3,192
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 310363
Filing ID: 1972061
Last Filing Date: 2025-03-28 16:07:00
Website: https://rosemeyermg.com