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Building 2DESERT ROSE CAPITAL MANAGEMENT, INC.

Map pinMERIDIAN, ID
Phone208 297-2710
NotebookSEC #801-124883
Total AUM
$192.1M
Employees
22
Clients
735

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2929 W. NAVIGATOR DRIVE
STE. 320
MERIDIAN
ID 83642
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
208 297-2710
Other Offices
7

ReceiptFinancials

Total AUM
$192.1M
Accounts
1,144
Discretionary
$191.9M
Accounts
1,142
Non-Discretionary
$205.5K
Accounts
2

ContactClients

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Individual Clients
687
AUM
$68.4M
HNW Individual Clients
36
AUM
$51.9M
Pooled Vehicle Clients
1
AUM
$37.5M
Pension/Profit Sharing Plan Clients
2
AUM
$233.6K
Investment Advisor Clients
9
AUM
$34.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
ALARAZCACODCDEFLGAIDILKSKYLAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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