Ashley
Kulju

Rose Capital Advisors, LLC

CRD#5898741
Investment Advisor
in Miami Beach, FL

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About this Advisor

Ashley Kulju is a financial advisor based in Miami Beach, Florida, working with Rose Capital Advisors, LLC. Ashley has previously held positions at Microsigma Capital Management, LLC, Saxony Securities, Inc, Rose Capital Advisors, and Ashley Kulju, Pa. Ashley has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Ashley is part of Rose Capital Advisors, LLC, which operates out of Miami Beach, Florida. The firm has 2 offices and 10 employees. The firm manages assets totaling $543.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Rose Capital Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

119 Washington Avenue Suite 400
Miami Beach, FL 33139

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Rose Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$543,185,870

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

813

FL Average: 2,474
Average Account Size

$668,125

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Ashley Kulju Work History

2018 - Present (6 years)

Saxony Securities, Inc

2018 - Present (6 years)

Rose Capital Advisors

2013 - Present (11 years)

Ashley Kulju, Pa

2011 - 2018 (7 years)

Microsigma Capital Management, LLC

Disclosures

Please visit the SEC profile of Ashley Kulju 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 Rose Capital Advisors, LLC

Gareth Evans
Miami Beach, FL
Jonathan Binns
Miami Beach, FL
Sanjeev Yadav
Miami Beach, FL
Jamel Gordon
Miami Beach, FL
Michael Rose
Miami Beach, FL
Ashley Kulju
Miami Beach, FL
Brendan Reardon
East Falmouth, MA
Mitchell Romano
Miami Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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