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ROSEN CAPITAL ADVISORS, LLC
ROSEN CAPITAL ADVISORS, LLC
2 registered advisors
·
CRD# 161161
SEC# 802-127595
0
310-573-8523
01
Firm Overview
AUM
$43M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ROSEN CAPITAL ADVISORS, LLC
2 registered advisors
John Kyle Rosen
LOS ANGELES, California
CRD# 2662946
Mahsa Zeinali
LOS ANGELES, California
CRD# 5483138
05
Office Locations
LOS ANGELES, California
2 advisors
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Data sourced from SEC Form ADV filings. ROSEN CAPITAL ADVISORS, LLC (CRD# 161161) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.