ROTELLA CAPITAL MANAGEMENT, INC.

BELLEVUE, Washington·4 registered advisors·CRD# 301009
SEC# 801-1198800425-213-5700
01

Firm Overview

AUM
$5M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Other: PLATFORM SUBSCRIPTION FEES
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at ROTELLA CAPITAL MANAGEMENT, INC.

4 registered advisors
Brad Ostercamp
BELLEVUE, Washington
Jagdeesh Prakasam
BELLEVUE, Washington
Kenneth Seong Koh
BELLEVUE, Washington
Robert Philip Rotella
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
4 advisors

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Data sourced from SEC Form ADV filings. ROTELLA CAPITAL MANAGEMENT, INC. (CRD# 301009) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.