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Iris Beth Rosken

ATLANTIC STREET CAPITAL MANAGEMENT, LLC·STAMFORD, Connecticut
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300 MAIN STREET, STAMFORD, CT 06901CRD# 2419217Firm CRD# 161107
01

About

Iris Beth Rosken is a registered financial advisor based in STAMFORD, Connecticut, affiliated with ATLANTIC STREET CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ATLANTIC STREET CAPITAL MANAGEMENT, LLC
ATLANTIC STREET CAPITAL MANAGEMENT, LLC
AUM
$2.3B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at ATLANTIC STREET CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2419217
Firm CRD# 161107
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Iris Beth Rosken offer?
Iris Beth Rosken specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Iris Beth Rosken's credentials?
Iris Beth Rosken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Iris Beth Rosken located?
Iris Beth Rosken is based in STAMFORD, Connecticut, working with ATLANTIC STREET CAPITAL MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Iris Beth Rosken charge for services?
Iris Beth Rosken'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 ATLANTIC STREET CAPITAL MANAGEMENT, LLC?
ATLANTIC STREET CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATLANTIC STREET CAPITAL MANAGEMENT, LLC

Timothy Lewis
STAMFORD, CT
Grant Marcks
STAMFORD, CT
Stephanie Rose James
STAMFORD, CT
Andrew Wilkins
STAMFORD, CT
Arthur Daniel Warshaw
STAMFORD, CT
Baabur Mohammad Sattar Khondker
GREENWICH, CT

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Research
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