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
Rosasharn Investment Management, LLC
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts6ACCOUNTS
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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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Rosasharn Investment Management, LLC
1
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.
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