Rothman Investment Management

Rothman Investment Management (CRD# 173139) is a financial advisory firm headquartered in , . They manage $3,500,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $269,231
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, MA

Financial Advisors at Rothman Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Jacob T. Rothman
CRD#: 6399323
Atascadero, CA
90
Wealthminder
score

Jacob Rothman (CRD# 6399323) is an Investment Advisor Representative working at Rothman Investment Management in Atascadero, CA and has 1 year of experience in the finance industry.

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