Rosman Asset Management, LLC

Rosman Asset Management, LLC (CRD# 155922) is a financial advisory firm headquartered in The Woodlands, TX. They manage $19,316,769 in 140 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $137,977
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
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.

IL, MN, TX

Financial Advisors at Rosman Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael J. Rosman
CRD#: 2108901
Matthews, NC
93
Wealthminder
score

Michael Rosman (CRD# 2108901) is an Investment Advisor Representative working at Rosman Asset Management, LLC in Matthews, NC and has over 26 years of experience in the finance industry.

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