Rosecap Investment Advisors, LLC
Rosecap Investment Advisors, LLC (CRD# 152054) is a financial advisory firm headquartered in Grand Junction, CO. They manage $360,206,761 in 569 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Rosecap Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management360MILLION
-
Total Number of Accounts569ACCOUNTS
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Average Account Value$633,052
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Rosecap Investment Advisors, LLC
1
Matthew Rosenberg (CRD# 5737037) is an Investment Advisor Representative working at Rosecap Investment Advisors, LLC in Denver, CO and has over 14 years of experience in the finance industry.
2
Sarah Graff (CRD# 7641859) 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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