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Rose Capital Advisors

EST. AUM
$608,316,066

CONTACTS
5

CLIENT ACCOUNTS
917

Firm Details

Metro area Miami
CRD Number 173054
Website rosecapitaladvisors.com
Client types

Overview

Rose Capital Advisors operates as a boutique family office advisory firm, privately owned and dedicated to delivering comprehensive financial planning, holistic wealth management, and strategic investment guidance. Their clientele includes high net worth individuals, entrepreneurs, institutions, and families seeking unbiased and intelligent counsel. The firm specializes in crafting tailored investment solutions and advising clients on matters such as investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. Their practice is exclusive, enabling them to provide personalized services and solutions. Securities are offered through Saxony Securities, Inc., a member of FINRA/SIPC, while Investment Advisory Services are provided through Rose Capital Advisors, LLC, registered with the SEC as an Investment Advisor.

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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