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Matthew Hamilton Rosenberg

ROSECAP INVESTMENT ADVISORS, LLC·GRAND JUNCTION, Colorado
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200 GRAND AVE, GRAND JUNCTION, CO 81501CRD# 5737037Firm CRD# 152054
01

About

Matthew Hamilton Rosenberg is a registered financial advisor based in GRAND JUNCTION, Colorado, affiliated with ROSECAP INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ROSECAP INVESTMENT ADVISORS, LLC
ROSECAP INVESTMENT ADVISORS, LLC
AUM
$360M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ROSECAP INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5737037
Firm CRD# 152054
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Hamilton Rosenberg offer?
Matthew Hamilton Rosenberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND JUNCTION, Colorado for a consultation.
What are Matthew Hamilton Rosenberg's credentials?
Matthew Hamilton Rosenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Hamilton Rosenberg located?
Matthew Hamilton Rosenberg is based in GRAND JUNCTION, Colorado, working with ROSECAP INVESTMENT ADVISORS, LLC. Their office serves clients in the GRAND JUNCTION metropolitan area and surrounding communities.
How does Matthew Hamilton Rosenberg charge for services?
Matthew Hamilton Rosenberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSECAP INVESTMENT ADVISORS, LLC?
ROSECAP INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRAND JUNCTION
Barbara Ann Endres — LIFETIME WEALTH ADVISORS, LLCAutumn Marie Schultz — ROSECAP INVESTMENT ADVISORS, LLCJohn Alex Maurer — AVERA CAPITAL WEALTH MANAGEMENT, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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