Bertram H. Rosen
Bertram H. Rosen (CRD# 116989) is a financial advisory firm headquartered in , . They manage $19,500,000 in 127 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bertram H. Rosen
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts127ACCOUNTS
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Average Account Value$153,543
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Bertram H. Rosen
No Advisor Found.
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