ROSENWALD CAPITAL MANAGEMENT, INC.

121 West Torrance Blvd.
Suite 100
Redondo Beach, California 90277
Tel: 310-318-9000

About ROSENWALD CAPITAL MANAGEMENT, INC.

ROSENWALD CAPITAL MANAGEMENT, INC, formally registered with the SEC as ROSENWALD CAPITAL MANAGEMENT, INC. The firm was established in 02/26/2018. They have over 2 offices throughout the country.

ROSENWALD CAPITAL MANAGEMENT, INC. is a Redondo Beach, California based Financial Planning firm with nearly $168,497,597 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290118
SEC#	801-112520
Assets Managed by Firm	$168,497,597
No. of Clients	3
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$168,497,597
Charitable organizations	1	$70,038,516

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