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Rosenberg Wealth Advisors

EST. AUM
$230,978,670

CONTACTS

CLIENT ACCOUNTS
446

Firm Details

Metro area Detroit
CRD Number 340471
Website rwealthadvisors.com
Client types

Overview

Rosenberg Wealth Advisors is the trade name of ROFI LLC, an SEC-registered investment adviser based in Michigan. The firm is an independent, employee-owned wealth management business focused on individualized client solutions and fiduciary advice. The firms core offering is wealth management, combining financial planning with investment management for retail investors. The firm serves individual, joint, and retirement accounts and primarily uses mutual funds, ETFs, stocks, bonds, alternative investments, and independent managers when building portfolios.

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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