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ROSCHMAN CAPITAL ADVISORS, LLC
CRD 282080
6300 NE 1ST AVE, SUITE 200, FORT LAUDERDALE, FL, 33334, United States
Phone
954-343-2466
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.4M
Discretionary AUM
$1.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $106K |
| Corporations/business entities | 3 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD