ROTHSCHILD CAPITAL PARTNERS, LLC

ROTHSCHILD CAPITAL PARTNERS
NEW YORK, New York·13 registered advisors·CRD# 161688
SEC# 801-738430212-931-5303
01

Firm Overview

AUM
$351M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at ROTHSCHILD CAPITAL PARTNERS, LLC

13 registered advisors
Arch Colwell Smith
TOWSON, Maryland
Beth Ann Heming
NEW YORK, New York
David Dalsemer Rothschild
NEW YORK, New York
Jason Barrett Wood
NEW YORK, New York
Jodi Ann Dehli
TOWSON, Maryland
John Michael Pohlad
TOWSON, Maryland
John Spencer Rothschild Dame
NEW YORK, New York
Justin Marcus Connor
BALTIMORE, Maryland
Laura Lynn Shanholtz
TOWSON, Maryland
Leonard Daniel Rodman
TOWSON, Maryland
Marguerite Ambrosetti Cook
NEW YORK, New York
Michael Jeffrey Levenson
NEW YORK, New York
Stanford Zadoc Rothchild
NEW YORK, New York
05

Office Locations

NEW YORK, New York
7 advisors
TOWSON, Maryland
5 advisors
BALTIMORE, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. ROTHSCHILD CAPITAL PARTNERS, LLC (CRD# 161688) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.