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ROLL & ROSS ASSET MANAGEMENT LP
BLUE BELL, PA
215-641-1448
SEC #801-43128Total AUM
$597.1M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
583 SKIPPACK PIKE, SUITE 500
BLUE BELL
PA 19422-2129
USA
BLUE BELL
PA 19422-2129
USA
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Monday - Friday
Phone
215-641-1448
Financials
Total AUM
$597.1M
Accounts
25Discretionary
$395.6M
Accounts
19Non-Discretionary
$201.5M
Accounts
6
Clients
None reported
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory Proceeding
State Registrations
CAPA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.