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William Burk Rosenthal

ROSENTHAL ADVISORY SERVICES, L.P.·FORT WORTH, Texas
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1408 MONTGOMERY ST, FORT WORTH, TX 76107CRD# 2030765Firm CRD# 114533
01

About

William Burk Rosenthal is a registered financial advisor based in FORT WORTH, Texas, affiliated with ROSENTHAL ADVISORY SERVICES, L.P.. 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
ROSENTHAL ADVISORY SERVICES, L.P.
ROSENTHAL ADVISORY SERVICES, L.P.
AUM
$187M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ROSENTHAL ADVISORY SERVICES, L.P. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2030765
Firm CRD# 114533
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Burk Rosenthal offer?
William Burk Rosenthal specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FORT WORTH, Texas for a consultation.
What are William Burk Rosenthal's credentials?
William Burk Rosenthal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Burk Rosenthal located?
William Burk Rosenthal is based in FORT WORTH, Texas, working with ROSENTHAL ADVISORY SERVICES, L.P.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does William Burk Rosenthal charge for services?
William Burk Rosenthal'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 ROSENTHAL ADVISORY SERVICES, L.P.?
ROSENTHAL ADVISORY SERVICES, L.P. has approximately 5 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FORT WORTH
Clintton Daniel Crane — WPWEALTH LLPSmith Asher Brownlie — RAZ PROPERTY INVESTMENTS GP, LLCAnthony James Loth — RAZ PROPERTY INVESTMENTS GP, LLCRyan William Horstman — VORTUS INVESTMENT ADVISORS, LLCBrian Joseph Mueller — ROGERS WEALTH GROUP, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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