Rosman Asset Management, LLC

Rosman Asset Management, LLC (CRD# 155922) is a financial advisory firm headquartered in The Woodlands, TX. They manage $48,000,000 in 116 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7 Switchbud Place, Suite C 192-313, The Woodlands, TX 77380
http://www.rosmanasset.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $413,793
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
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Rosman Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Montano, financial advisor The Woodlands TX
Anthony M. Montano
CRD#: 1437846
The Woodlands, TX

Anthony Montano (CRD# 1437846) is an Investment Advisor Representative working at Rosman Asset Management, LLC in The Woodlands, TX and has over 13 years of experience in the finance industry.

2
Michael Rosman, financial advisor The Woodlands TX
Michael J. Rosman
CRD#: 2108901
The Woodlands, TX

Michael Rosman (CRD# 2108901) is an Investment Advisor Representative working at Rosman Asset Management, LLC in The Woodlands, TX and has over 33 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.

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