Rossi Financial Group
Rossi Financial Group (CRD# 164096) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $5,013,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$151,909
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Paul Rossi (CRD# 2921763) is an Investment Advisor Representative working at Rossi Financial Group in El Dorado Hills, CA and has over 18 years of experience in the finance industry.