The Rose Investment Management

The Rose Investment Management (CRD# 121999) is a financial advisory firm headquartered in Indianapolis, IN. They manage $22,300,000 in 153 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $145,752
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

IN

Financial Advisors at The Rose Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Stephen A. Little
CRD#: 1064432
Indianapolis, IN
93
Wealthminder
score

Stephen Little (CRD# 1064432) is an Investment Advisor Representative working at The Rose Investment Management in Indianapolis, IN and has over 36 years of experience in the finance industry.

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