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
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts102ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Rossi Financial Group
1
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.
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