Rosecap Investment Advisors, LLC

Rosecap Investment Advisors, LLC (CRD# 152054) is a financial advisory firm headquartered in Grand Junction, CO. They manage $42,000,000 in 227 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $185,022
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, GA

Financial Advisors at Rosecap Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew H. Rosenberg
CRD#: 5737037
Denver, CO
93
Wealthminder
score

Matthew Rosenberg (CRD# 5737037) is an Investment Advisor Representative working at Rosecap Investment Advisors, LLC in Denver, CO and has over 6 years of experience in the finance industry.

2
Ethan H. Corman
CRD#: 6442620
244 N. 7th Street, Suite E, Grand Junction, CO 81501
88
Wealthminder
score

Ethan Corman (CRD# 6442620) is an Investment Advisor Representative working at Rosecap Investment Advisors, LLC in Grand Junction, CO and has over 2 years of experience in the finance industry.

3
Landon T. Vermeer
CRD#: 6527815
244 N. 7th Street, Suite E, Grand Junction, CO 81501
87
Wealthminder
score

Landon Vermeer (CRD# 6527815) is an Investment Advisor Representative working at Rosecap Investment Advisors, LLC in Grand Junction, CO and has 1 year of experience in the finance industry.

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