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
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, LA, MI

Financial Advisors at Martin W. Rosenzveig & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Martin Rosenzveig, financial advisor Beverly Hills CA
Martin W. Rosenzveig
CRD#: 1194229
Beverly Hills, CA

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.

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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