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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.


Financial Advisors at Rossi Financial Group
Showing 1 - 1 of 1 top financial advisors.
Paul R. Rossi
CRD#: 2921763
1212 Suncast Lane #1, El Dorado Hills, CA 95762

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.

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