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Building 2ROSEMEYER MANAGEMENT GROUP

Map pinPLATTEVILLE, WI
Phone608-348-2274
NotebookSEC #801-119774
Total AUM
$914M
Employees
23
Clients
1,167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1290 E MINERAL ST.
PLATTEVILLE
WI 53818
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
608-348-2274
Other Offices
4

ReceiptFinancials

Total AUM
$914M
Accounts
1,170
Discretionary
$873.9M
Accounts
1,159
Non-Discretionary
$40.1M
Accounts
11

ContactClients

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Individual Clients
911
AUM
$293.2M
HNW Individual Clients
243
AUM
$568.1M
Pension/Profit Sharing Plan Clients
1
AUM
$18.7M
Charitable Organization Clients
6
AUM
$12.6M
Corporation or Business Clients
6
AUM
$21.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAILMAMNMTNENYTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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