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Mausmi Pala

DESERT ROSE CAPITAL MANAGEMENT, INC.·MERIDIAN, Idaho
Unclaimed Profile
2929 W. NAVIGATOR DRIVE, MERIDIAN, ID 83642CRD# 7892312Firm CRD# 154331
01

About

Mausmi Pala is a registered financial advisor based in MERIDIAN, Idaho, affiliated with DESERT ROSE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
DESERT ROSE CAPITAL MANAGEMENT, INC.
DESERT ROSE CAPITAL MANAGEMENT, INC.
AUM
$80M
Regulatory assets under management
Employees
11
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7892312
Firm CRD# 154331
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mausmi Pala offer?
Mausmi Pala specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MERIDIAN, Idaho for a consultation.
What are Mausmi Pala's credentials?
Mausmi Pala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mausmi Pala located?
Mausmi Pala is based in MERIDIAN, Idaho, working with DESERT ROSE CAPITAL MANAGEMENT, INC.. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.
How does Mausmi Pala charge for services?
Mausmi Pala'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 DESERT ROSE CAPITAL MANAGEMENT, INC.?
DESERT ROSE CAPITAL MANAGEMENT, INC. has approximately 11 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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