AdvisorOS Directory
Claim Profile
Unclaimed Profile
MR

Matthew Hamilton Rosenberg

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Hamilton Rosenberg · GRAND JUNCTION, CO
Registration
CRD #5737037 · ROSECAP INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in GRAND JUNCTION?

Browse all registered financial advisors in GRAND JUNCTION, Colorado or claim this profile if it's yours.

Browse GRAND JUNCTION AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ROSECAP INVESTMENT ADVISORS, LLC

Autumn Marie Schultz
GRAND JUNCTION, CO

More Advisors in GRAND JUNCTION, Colorado

Barbara Ann Endres
LIFETIME WEALTH ADVISORS, LLC·GRAND JUNCTION, CO
John Alex Maurer
AVERA CAPITAL WEALTH MANAGEMENT, LLC·GRAND JUNCTION, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)LITTLETON (58)FORT COLLINS (38)LONE TREE (33)MONUMENT (27)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile