Overview
Assets Under Management: $359 million
Headquarters: MELBOURNE, FL
High-Net-Worth Clients: 2
Average Client Assets: $63 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.34
Average High-Net-Worth Client Assets: $63 million
Total Client Accounts: 804
Discretionary Accounts: 804
Regulatory Filings
CRD Number: 324631
Filing ID: 2005264
Last Filing Date: 2025-07-22 17:19:00
Website: https://rossbyfinancial.com