Ian
Rose
Townsquare Capital, LLC
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About this Advisor
Ian Rose is a financial advisor based in Provo, Utah, working with Townsquare Capital, LLC. Ian has previously held positions at Townsquare Capital, Tiled Co, CVS Health, Dough Co, Lake Mission Viejo Association, Youth Soccer Referee, and Mission Viejo School. Ian has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Ian is part of Townsquare Capital, LLC, which operates out of Provo, Utah. The firm has 1 office and 17 employees. The firm manages assets totaling $8.8 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Townsquare Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$8,777,551,735
17
33,539
$261,712
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ian Rose Work History
Townsquare Capital
Tiled Co
Cvs Health
Dough Co
Lake Mission Viejo Association
Youth Soccer Refferee
Mission Viejo School
Disclosures
Please visit the SEC profile of Ian Rose 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 Townsquare Capital, LLC
Idaho Falls, ID
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
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