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ROSENBAUM FINANCIAL, INC.
ROSENBAUM FINANCIAL, INC.
ROSENBAUM FINANCIAL
PORTLAND, Oregon
·
7 registered advisors
·
CRD# 173805
SEC# 801-80682
0
503-352-1300
01
Firm Overview
AUM
$419M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ROSENBAUM FINANCIAL, INC.
7 registered advisors
Andrew Daddio
PORTLAND, Oregon
CRD# 2196049
Ivan Beau Lion Barretto
PORTLAND, Oregon
CRD# 6449801
Jana Gay Basden
PORTLAND, Oregon
CRD# 1291917
Kimberly Sue Rosenberg
PORTLAND, Oregon
CRD# 5558727
Lauren Catherine Fiala
PORTLAND, Oregon
CRD# 5149632
Mark Phillip Rosenbaum
PORTLAND, Oregon
CRD# 2618230
Megan Rose Campbell
PORTLAND, Oregon
CRD# 4765730
05
Office Locations
PORTLAND, Oregon
7 advisors
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Data sourced from SEC Form ADV filings. ROSENBAUM FINANCIAL, INC. (CRD# 173805) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.