Homestead Financial Partners

Homestead Financial Partners (CRD# 306371) is a financial advisory firm headquartered in , . They manage $13,090,756 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.homesteadfp.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $225,703
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Homestead Financial Partners
Showing 1 - 1 of 1 top financial advisors.
1
Simon Rosenberg, financial advisor Tampa FL
Simon C. Rosenberg
CRD#: 5470488
Tampa, FL

Simon Rosenberg (CRD# 5470488) is an Investment Advisor Representative working at Homestead Financial Partners in Tampa, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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