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Rossmore Private Capital, Llc
Glastonbury, Connecticut
Rossmore Private Capital, LLC, a renowned investment advisory firm based out of Glastonbury, CT, serves a diverse client base of over 50 individuals and manages an impressive portfolio of assets totaling more than $1,028,977,000. With a local presence and one office, Rossmore Private Capital offers personalized financial solutions to meet the unique needs of its esteemed clientele.
As a testament to their expertise, Rossmore Private Capital manages 87% of their clients' assets on a discretionary basis, reflecting a high level of trust and confidence. The firm primarily caters to high net worth individuals, positioning itself as a...see more
Assets Under Mgmt
$1.03B
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Other: SOME PARTENRS OF ROSSMORE PROVIDE TRUSTEE SERVICES.
Reviews for Rossmore Private Capital, Llc
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