Overview
Assets Under Management: $360 million
Headquarters: GRAND JUNCTION, CO
High-Net-Worth Clients: 244
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 244
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.06
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 569
Discretionary Accounts: 564
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 152054
Last Filing Date: 2024-01-31 00:00:00
Website: https://rosecap.com