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Leonard Daniel Rodman

ROTHSCHILD CAPITAL PARTNERS, LLC·TOWSON, Maryland
Unclaimed Profile
THE EXCHANGE, SUITE 317, TOWSON, MD 21204CRD# 4177289Firm CRD# 161688
01

About

Leonard Daniel Rodman is a registered financial advisor based in TOWSON, Maryland, affiliated with ROTHSCHILD CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ROTHSCHILD CAPITAL PARTNERS, LLC
ROTHSCHILD CAPITAL PARTNERS
AUM
$351M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ROTHSCHILD CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 4177289
Firm CRD# 161688
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leonard Daniel Rodman offer?
Leonard Daniel Rodman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TOWSON, Maryland for a consultation.
What are Leonard Daniel Rodman's credentials?
Leonard Daniel Rodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Daniel Rodman located?
Leonard Daniel Rodman is based in TOWSON, Maryland, working with ROTHSCHILD CAPITAL PARTNERS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Leonard Daniel Rodman charge for services?
Leonard Daniel Rodman's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROTHSCHILD CAPITAL PARTNERS, LLC?
ROTHSCHILD CAPITAL PARTNERS, LLC has approximately 7 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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