Unclaimed Profile

Jenny Chien

ROSEMAWR MANAGEMENT LLC·MIAMI BEACH, Florida

Clean recordROSEMAWR MANAGEMENT LLC

1674 MERIDIAN AVENUE, MIAMI BEACH, FL 33139CRD# 6928505Firm CRD# 148984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jenny Chien · MIAMI BEACH, FL

Registration

CRD #6928505 · ROSEMAWR MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jenny Chien is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with ROSEMAWR MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ROSEMAWR MANAGEMENT LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROSEMAWR MANAGEMENT LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6928505

Firm CRD# 148984

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jenny Chien offer?

Jenny Chien specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI BEACH, Florida for a consultation.

What are Jenny Chien's credentials?

Jenny Chien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jenny Chien located?

Jenny Chien is based in MIAMI BEACH, Florida, working with ROSEMAWR MANAGEMENT LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.

How does Jenny Chien charge for services?

Jenny Chien'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 ROSEMAWR MANAGEMENT LLC?

ROSEMAWR MANAGEMENT LLC has approximately 22 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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