Rosen Capital Management, Inc.

Rosen Capital Management, Inc. (CRD# 123585) is a financial advisory firm headquartered in Macon, GA. They manage $56,200,000 in 270 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $208,148
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
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.

GA

Financial Advisors at Rosen Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Glenn A. Rosen
CRD#: 1849188
119 Calloway Dr, Macon, GA 31204
96
Wealthminder
score

Glenn Rosen (CRD# 1849188) is an Investment Advisor Representative working at Rosen Capital Management, Inc. in Macon, GA and has over 27 years of experience in the finance industry. Glenn Rosen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald A. Stringfield
CRD#: 4292615
119 Calloway Drive, Macon, GA 31204
96
Wealthminder
score

Donald Stringfield (CRD# 4292615) is an Investment Advisor Representative working at Rosen Capital Management, Inc. in Macon, GA and has over 15 years of experience in the finance industry. Donald Stringfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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