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Stephen Allyn Rosetta

FIRST TURN MANAGEMENT, LLC·DEL MAR, California
Unclaimed Profile
1155 CAMINO DEL MAR, DEL MAR, CA 92014CRD# 7790578Firm CRD# 327421
01

About

Stephen Allyn Rosetta is a registered financial advisor based in DEL MAR, California, affiliated with FIRST TURN MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
FIRST TURN MANAGEMENT, LLC
FIRST TURN MANAGEMENT, LLC
AUM
$712M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FIRST TURN MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7790578
Firm CRD# 327421
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Allyn Rosetta offer?
Stephen Allyn Rosetta specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DEL MAR, California for a consultation.
What are Stephen Allyn Rosetta's credentials?
Stephen Allyn Rosetta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Allyn Rosetta located?
Stephen Allyn Rosetta is based in DEL MAR, California, working with FIRST TURN MANAGEMENT, LLC. Their office serves clients in the DEL MAR metropolitan area and surrounding communities.
How does Stephen Allyn Rosetta charge for services?
Stephen Allyn Rosetta's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST TURN MANAGEMENT, LLC?
FIRST TURN MANAGEMENT, LLC has approximately 2 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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