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Rosci Lamb, Llc

EST. AUM
$64,973,156

CONTACTS
1

CLIENT ACCOUNTS
37

Firm Details

Metro area New York City
CRD Number 337278
Website roscilamb.com
Client types

Overview

Rosci Lamb, LLC is a New York-based investment. The firm provides portfolio management and financial planning services primarily to individuals and high-net-worth individuals. Rosci Lamb offers discretionary and non-discretionary advisory services tailored to the needs and objectives of its clients. The firm exercises fiduciary responsibility and operates on a fee-based compensation model, avoiding commissions or product-based incentives to reduce potential conflicts of interest. Portfolio construction is designed in alignment with each client’s investment goals and risk tolerance, with the option for financial planning services as a standalone or integrated offering.

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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