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).
Total Assets Under Management59MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$7,436,668
- A percentage of assets under your management
- Performance-based fees
- 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
John Rosen (CRD# 2662946) is an Investment Advisor Representative working at Rosen Capital Advisors, LLC in Santa Monica, CA and has over 21 years of experience in the finance industry.