The Rose Investment Management
The Rose Investment Management (CRD# 121999) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $28,289,577 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Rose Investment Management
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts48ACCOUNTS
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Average Account Value$589,366
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at The Rose Investment Management
1
Stephen Little (CRD# 1064432) is an Investment Advisor Representative working at The Rose Investment Management in Indianapolis, IN and has over 42 years of experience in the finance industry.
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