Roschman Capital Advisors, LLC
Roschman Capital Advisors, LLC (CRD# 282080) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $20,066,427 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$1,254,152
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Kevin Lancey (CRD# 6586513) is an Investment Advisor Representative working at Roschman Capital Advisors, LLC in Fort Lauderdale, FL and has over 2 years of experience in the finance industry.