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Building 2ROSE CAPITAL ADVISORS, LLC

Map pinMIAMI BEACH, FL
Phone305-534-7673
NotebookSEC #801-80385
Total AUM
$608.3M
Employees
14
Clients
375

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
119 WASHINGTON AVENUE
SUITE 400
MIAMI BEACH
FL 33139
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
305-534-7673
Other Offices
5

ReceiptFinancials

Total AUM
$608.3M
Accounts
917
Discretionary
$485.2M
Accounts
858
Non-Discretionary
$123.1M
Accounts
59

ContactClients

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Individual Clients
131
AUM
$30.6M
HNW Individual Clients
232
AUM
$571.8M
Charitable Organization Clients
12
AUM
$5.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAINLAMANJNYOHPATXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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