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Building 2ROSSBY FINANCIAL, LLC

Map pinMELBOURNE, FL
Phone321-209-0111
NotebookSEC #801-127370
Total AUM
$854.8M
Employees
7
Clients
3,910

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2412 IRWIN STREET
MELBOURNE
FL 32901
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
321-209-0111
Other Offices
15

ReceiptFinancials

Total AUM
$854.8M
Accounts
3,910
Discretionary
$844.3M
Accounts
3,893
Non-Discretionary
$10.5M
Accounts
17

ContactClients

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Individual Clients
3,659
AUM
$684.2M
HNW Individual Clients
238
AUM
$161.2M
Pension/Profit Sharing Plan Clients
11
AUM
$9.2M
Corporation or Business Clients
2
AUM
$188.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDCDEFLGAIAIDILINLAMAMDMEMIMONCNHNJNMNYOHORPASCTXVAWAWIWV

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

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