AdvisorOS Directory
Claim Profile
RB

Rosanna Bennett

YOUSIF CAPITAL MANAGEMENT, LLC·BLOOMFIELD HILLS, Michigan
Unclaimed Profile
39533 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 7352349Firm CRD# 312511
01

About

Rosanna Bennett is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with YOUSIF CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
YOUSIF CAPITAL MANAGEMENT, LLC
YOUSIF CAPITAL MANAGEMENT, LLC
AUM
$15.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at YOUSIF CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7352349
Firm CRD# 312511
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMFIELD HILLS?

Browse all registered financial advisors in BLOOMFIELD HILLS, Michigan or claim this profile if it's yours.

Browse BLOOMFIELD HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rosanna Bennett offer?
Rosanna Bennett specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Rosanna Bennett's credentials?
Rosanna Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosanna Bennett located?
Rosanna Bennett is based in BLOOMFIELD HILLS, Michigan, working with YOUSIF CAPITAL MANAGEMENT, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Rosanna Bennett charge for services?
Rosanna Bennett'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 YOUSIF CAPITAL MANAGEMENT, LLC?
YOUSIF CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $15.0B 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 in BLOOMFIELD HILLS
Lauchlin Walter Shearer Macgregor — WEALTHCARE ADVISORS, LLCGeoffrey Gaetano Rossi — YOUSIF CAPITAL MANAGEMENT, LLCDomineca Neal — UNION HERITAGE CAPITALPatrick Paul Cahill — FLEXIBLE PLAN INVESTMENTS LTDMary Frances Litt — ALIDADE CAPITAL, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile