ROSENBERG FINANCIAL GROUP, INC.
Total AUM
$31M
Employees
5Clients
167Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2517 MOODY ROAD
SUITE 100
WARNER ROBINS
GA 31088
United States
SUITE 100
WARNER ROBINS
GA 31088
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
478-922-8100
Other Offices
1
Financials
Total AUM
$31M
Accounts
168Discretionary
$31M
Accounts
168Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
165AUM
$28.1M
HNW Individual Clients
2AUM
$2.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLGALASC
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.