Martin W. Rosenzveig & Company, LLC
Martin W. Rosenzveig & Company, LLC (CRD# 294583) is a financial advisory firm headquartered in , . They manage $18,445,333 in 50 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Martin W. Rosenzveig & Company, LLC
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$368,907
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, MI
Financial Advisors at Martin W. Rosenzveig & Company, LLC
1
Martin Rosenzveig (CRD# 1194229) is an Investment Advisor Representative working at Martin W. Rosenzveig & Company, LLC in Beverly Hills, CA and has over 26 years of experience in the finance industry.
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