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Craig Alan Rose

WEALTHTRUST AXIOM, LLC·WAYNE, Pennsylvania
Unclaimed Profile
550 E SWEDESFORD RD, WAYNE, PA 19087CRD# 2801975Firm CRD# 145186
01

About

Craig Alan Rose is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with WEALTHTRUST AXIOM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHTRUST AXIOM, LLC
AXIOM ASSET MANAGEMENT
AUM
$728M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WEALTHTRUST AXIOM, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2801975
Firm CRD# 145186
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Alan Rose offer?
Craig Alan Rose specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Craig Alan Rose's credentials?
Craig Alan Rose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Alan Rose located?
Craig Alan Rose is based in WAYNE, Pennsylvania, working with WEALTHTRUST AXIOM, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Craig Alan Rose charge for services?
Craig Alan Rose'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 WEALTHTRUST AXIOM, LLC?
WEALTHTRUST AXIOM, LLC has approximately 5 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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