Overview
Assets Under Management: $128 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 57
Average Client Assets: $1.6 million
Frequently Asked Questions
ROSENZWEIG & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172573), ROSENZWEIG & ASSOCIATES is subject to fiduciary duty under federal law.
ROSENZWEIG & ASSOCIATES is headquartered in WAYNE, PA.
ROSENZWEIG & ASSOCIATES serves 57 high-net-worth clients according to their SEC filing dated October 04, 2018. View client details ↓
According to their SEC Form ADV, ROSENZWEIG & ASSOCIATES offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ROSENZWEIG & ASSOCIATES manages $128 million in client assets according to their SEC filing dated October 04, 2018.
According to their SEC Form ADV, ROSENZWEIG & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.62%
Average Client Assets: $1.6 million
Total Client Accounts: 473
Discretionary Accounts: 471
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 172573
Filing ID: 1244210
Last Filing Date: 2018-10-04 12:04:00