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Cl Roosevelt Private Wealth

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website rooseveltinvestments.com
Client types

Overview

That firm is now called CI Roosevelt Private Wealth and continues to manage money for several members of the Roosevelt family and the Theodore Roosevelt Association*, as well as many other individuals, families, and various institutional clients. The firm also specializes in serving the funeral service profession, with over 50 years of experience working with funeral homes, cemeteries, and their owners and operators.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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