Rossi Financial Group

Rossi Financial Group (CRD# 164096) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $32,900,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1212 Suncast Lane #1, El Dorado Hills, CA 95762
http://www.rossifg.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $322,549
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rossi Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Paul Rossi, financial advisor El Dorado Hills CA
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 25 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals