Investment adviser · CRD 123585
ROSEN CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
MACON, GA, United States · Form ADV filed Apr 24, 2012
- Regulatory AUM
- $34.8M Form ADV · Item 5.F
- Client accounts
- 110 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 24, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
119 CALLOWAY DRIVEMACON, GA, 31204, United States
CRD 123585
Filing source
Form ADV 642635 · Apr 24, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.