Rosemeyer Management Group

Rosemeyer Management Group

Platteville, Wisconsin

5.0

19 Reviews

Rosemeyer Management Group, headquartered in Platteville, WI, is a local investment advisory firm with a strong presence in the financial industry. With five offices strategically located across the region, Rosemeyer Management Group is committed to providing top-notch investment advisory services to their clients. The firm boasts a team of nine highly skilled professionals, seven of whom are dedicated to delivering comprehensive investment advice. Having an average of $48,300,000 in assets under management per investment advisor, Rosemeyer Management Group is in line with the industry's average standards. The firm's compensation...see more

Assets Under Mgmt

$338.07M

Investment Professionals

7

Locations

4

% 401K & Individual

49%

% Discretionary

93%

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
  • Pension consulting services

Reviews for Rosemeyer Management Group

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