Rosasharn Investment Management, LLC

Rosasharn Investment Management, LLC (CRD# 173541) is a financial advisory firm headquartered in San Francisco, CA. They manage $2,166,678 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
236 West Portal Ave, #836, San Francisco, CA 94127
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $361,113
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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.

CA

Financial Advisors at Rosasharn Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Kim, financial advisor San Francisco CA
Jason Kim
CRD#: 6408615
San Francisco, CA

Jason Kim (CRD# 6408615) is an Investment Advisor Representative working at Rosasharn Investment Management, LLC in San Francisco, CA and has over 9 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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