Rosen Capital Advisors, LLC

Rosen Capital Advisors, LLC (CRD# 161161) is a financial advisory firm headquartered in Santa Monica, CA. They manage $59,493,340 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $7,436,668
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Rosen Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John K. Rosen
CRD#: 2662946
2400 Broadway Suite 220, Santa Monica, CA 90404
93
Wealthminder
score

John Rosen (CRD# 2662946) is an Investment Advisor Representative working at Rosen Capital Advisors, LLC in Santa Monica, CA and has over 20 years of experience in the finance industry.

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