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Building 2ROSECAP INVESTMENT ADVISORS, LLC

Map pinGRAND JUNCTION, CO
Phone(970) 773-5300
NotebookSEC #801-118154
Total AUM
$527.5M
Employees
8
Clients
747

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 GRAND AVE
SUITE 205
GRAND JUNCTION
CO 81501
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
(970) 773-5300
Other Offices
1

ReceiptFinancials

Total AUM
$527.5M
Accounts
746
Discretionary
$525.6M
Accounts
735
Non-Discretionary
$2M
Accounts
11

ContactClients

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Individual Clients
433
AUM
$71.3M
HNW Individual Clients
288
AUM
$426.4M
Charitable Organization Clients
5
AUM
$9.4M
Government Entity Clients
1
AUM
$64
Corporation or Business Clients
20
AUM
$20.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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