Matthew
Rosenberg
Rosecap Investment Advisors, LLC
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About this Advisor
Matthew Rosenberg is a financial advisor working out of Denver, Colorado with a total of 12 years of relevant experience. Rosenberg currently works for Rosecap Investment Advisors, LLC. They have worked at Rosecap Investment Advisors, Llc for their total career. Rosenberg holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Colorado and Texas. Rosecap Investment Advisors, LLC is an advisory firm that has its headquarters in Grand Junction, CO. It manages $345 million in assets under management among its 583 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 583 customer accounts, 41% are held by high-net-worth clients who have at least $1 million in assets available to invest. Rosecap Investment Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial management fee schedules depend on the type of services provided. Fee types billed by Rosecap Investment Advisors, LLC most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rosecap Investment Advisors, LLC Brokerage Details
$345,304,043
5
583
$592,288
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Rosenberg Work History
Matthew has been registered as a financial advisor for 12 years.*
Rosenberg Capital Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Rosenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rosecap Investment Advisors, LLC
Grand Junction, CO
Denver, CO
Grand Junction, CO
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