ROSECAP INVESTMENT ADVISORS, LLC
Grand Junction, Colorado
5.0
1 Review
Rosecap Investment Advisors, LLC, headquartered in Grand Junction, CO, is a leading investment advisory firm specializing in managing assets for high net worth individuals. With a total of 5 employees, including 4 dedicated investment advisors, Rosecap has established itself as a trusted partner in the financial industry. Their impressive average of approximately $346,050,000 in assets under management per investment advisor surpasses the industry standard, highlighting their expertise and ability to deliver exceptional results. Rosecap's compensation structure is designed to align their interests with those of their clients. It ...
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Assets Under Mgmt

$345.3M

Investment Professionals

4

Locations

0

% 401K & Individual

7%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals or newsletters
Educational seminars/workshops
Other Business Activities
Other Financial product salesperson
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