Unclaimed Profile

Paul Roos

WHITEBOX ADVISORS LLC·MINNEAPOLIS, Minnesota

WHITEBOX ADVISORS LLC

3033 EXCELSIOR BOULEVARD, MINNEAPOLIS, MN 55416CRD# 7418956Firm CRD# 121995

Profile Verification

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

Identity

Paul Roos · MINNEAPOLIS, MN

Registration

CRD #7418956 · WHITEBOX ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Paul Roos is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with WHITEBOX ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WHITEBOX ADVISORS LLC

AUM

$9.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHITEBOX ADVISORS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7418956

Firm CRD# 121995

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Roos offer?

Paul Roos specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Paul Roos's credentials?

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

Where is Paul Roos located?

Paul Roos is based in MINNEAPOLIS, Minnesota, working with WHITEBOX ADVISORS LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Paul Roos charge for services?

Paul Roos'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 WHITEBOX ADVISORS LLC?

WHITEBOX ADVISORS LLC has approximately 65 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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