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Roxana Mcgrew

ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC·SAN DIEGO, California
Unclaimed Profile
750 B STREET, SAN DIEGO, CA 92101CRD# 6385452Firm CRD# 159094
01

About

Roxana Mcgrew is a registered financial advisor based in SAN DIEGO, California, affiliated with ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC
AWM GLOBAL ADVISORS
AUM
$91M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6385452
Firm CRD# 159094
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roxana Mcgrew offer?
Roxana Mcgrew specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN DIEGO, California for a consultation.
What are Roxana Mcgrew's credentials?
Roxana Mcgrew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roxana Mcgrew located?
Roxana Mcgrew is based in SAN DIEGO, California, working with ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Roxana Mcgrew charge for services?
Roxana Mcgrew's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC?
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC has approximately 4 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAN DIEGO
Gregg Steven Glaser — FIRST ALLIED SECURITIES, INC.Ali Hussain Alsari — ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLCAlfonso Aldrete — IPG INVESTMENT ADVISORS, LLCBrian Keith Perry — PURE FINANCIAL ADVISORS, LLCJoel Elliot Marks — FIRST ALLIED SECURITIES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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