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).
Total Assets Under Management4MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$269,231
- A percentage of assets under your management
- Hourly charges
- 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)
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.