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).

By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Rosecap Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew H. Rosenberg
CRD#: 5737037
Denver, CO

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 L. Graff
CRD#: 7641859
200 Grand Ave, Suite 205, Grand Junction, CO 81501

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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