Roseheart Investment Advisors, LLC

Roseheart Investment Advisors, LLC (CRD# 161782) is a financial advisory firm headquartered in , . They manage $17,028,700 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $810,890
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Roseheart Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Dube, financial advisor Ho-ho-kus NJ
Gregory R. Dube
CRD#: 851324
Ho-ho-kus, NJ

Gregory Dube (CRD# 851324) is an Investment Advisor Representative working at Roseheart Investment Advisors, LLC in Ho-ho-kus, NJ and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals