R.o.s. Asset Management

R.o.s. Asset Management (CRD# 116211) is a financial advisory firm headquartered in , . They manage $14,216,028 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $676,954
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

NH, VA

Financial Advisors at R.o.s. Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Richard Sponholz, financial advisor Bellport NY
Richard O. Sponholz
CRD#: 2001891
Bellport, NY

Richard Sponholz (CRD# 2001891) is an Investment Advisor Representative working at R.o.s. Asset Management in Bellport, NY and has over 34 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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