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John Kyle Rosen

ROSEN CAPITAL ADVISORS, LLC·LOS ANGELES, California
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11835 W. OLYMPIC BLVD., SUITE 640E, LOS ANGELES, CA 90064CRD# 2662946Firm CRD# 161161
01

About

John Kyle Rosen is a registered financial advisor based in LOS ANGELES, California, affiliated with ROSEN CAPITAL ADVISORS, 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
ROSEN CAPITAL ADVISORS, LLC
ROSEN CAPITAL ADVISORS, LLC
AUM
$43M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at ROSEN CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2662946
Firm CRD# 161161
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Kyle Rosen offer?
John Kyle Rosen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are John Kyle Rosen's credentials?
John Kyle Rosen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Kyle Rosen located?
John Kyle Rosen is based in LOS ANGELES, California, working with ROSEN CAPITAL ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does John Kyle Rosen charge for services?
John Kyle Rosen'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 ROSEN CAPITAL ADVISORS, LLC?
ROSEN CAPITAL ADVISORS, LLC is a registered investment adviser with the SEC, managing $43M in regulatory assets under management. See their Form ADV for full details.
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Research
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