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THE ROSE INVESTMENT MANAGEMENT

THE ROSE, INC.

CRD 121999

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$28.3M

Discretionary AUM

$192K

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2024-07-15

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)HOURLY CONSULTATIONS

Client types

TypeClientsAUM
Individuals40$15.3M
High net worth individuals8$13.0M

Official SEC filing: View on IAPD