Ariel
Rosenberg
Chicory Wealth
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About this Advisor
Ariel Rosenberg is a financial advisor based in Decatur, Georgia, working with Chicory Wealth. Ariel has previously held positions at Chicory Wealth, The Community Empowerment Fund, Center For Cultural Innovation, Greensgrow, Greener Partners, and Center For Environmental Transformation. Ariel has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Ariel is part of Chicory Wealth, which operates out of Decatur, Georgia. The firm has 8 offices and 18 employees. The firm manages assets totaling $632 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, and selection of other advisers. The fee structure at Chicory Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chicory Wealth Brokerage Details
$632,019,449
18
1,854
$340,895
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ariel Rosenberg Work History
Chicory Wealth
The Community Empowerment Fund
Center For Cultural Innovation
Greensgrow
Greensgrow
Greener Partners
Center For Environmental Transformation
Disclosures
Please visit the SEC profile of Ariel 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 Chicory Wealth
Decatur, GA
Little Rock, AR
Decatur, GA
Decatur, GA
Decatur, GA
Decatur, GA
Decatur, GA
Decatur, GA
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