Kaufman Rossin Wealth

EST. AUM
$506,702,684

CONTACTS
7

CLIENT ACCOUNTS
520

Firm Details

Metro area Miami
CRD Number 301921
Website kaufmanrossin.com
Client types

Overview

Kaufman Rossin Wealth is a wealth management firm offering personalized financial planning, investment advisory, and family office services. Backed by Kaufman Rossin, a top CPA and advisory firm, it provides tailored strategies to meet clients' goals, integrating tax, estate, and investment planning for holistic wealth management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Kaufman Rossin Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company