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ROSE VALLEY ASSET MANAGEMENT LLC
CRD 141671
230 N. MONROE STREET, SUITE 200, MEDIA, PA, 19063-2908, United States
Phone
610-544-0900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$99.8M
Discretionary AUM
$96.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $13.4M |
| High net worth individuals | 35 | $86.3M |
| Charitable organizations | 2 | $192K |
All web addresses on file
Official SEC filing: View on IAPD