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ROSECAP INVESTMENT ADVISORS, LLC
ROSECAP INVESTMENT ADVISORS, LLC
GRAND JUNCTION, Colorado
·
2 registered advisors
·
CRD# 152054
SEC# 801-118154
0
(970) 773-5300
01
Firm Overview
AUM
$360M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ROSECAP INVESTMENT ADVISORS, LLC
2 registered advisors
Autumn Marie Schultz
GRAND JUNCTION, Colorado
CRD# 7307266
Matthew Hamilton Rosenberg
GRAND JUNCTION, Colorado
CRD# 5737037
05
Office Locations
GRAND JUNCTION, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. ROSECAP INVESTMENT ADVISORS, LLC (CRD# 152054) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.