ROSECAP INVESTMENT ADVISORS, LLC

200 Grand Ave
Suite 205
Grand Junction, Colorado 81501
Tel: (970) 773-5300

About ROSECAP INVESTMENT ADVISORS, LLC

ROSECAP INVESTMENT ADVISORS, LLC, formally registered with the SEC as ROSECAP INVESTMENT ADVISORS, LLC. The firm was established in 03/05/2020. They have over 1 offices throughout the country.

ROSECAP INVESTMENT ADVISORS, LLC is a Grand Junction, Colorado based Financial Planning firm with nearly $360,206,761 assets under management, offering retirement planning & investment advisory services to 569 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152054
SEC#	801-118154
Assets Managed by Firm	$360,206,761
No. of Clients	569
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	569	$360,206,761
Individuals (other than high net worth individuals)	266	$36,222,545
High net worth individuals	213	$286,560,849
Charitable organizations	3	$5,212,820
Other investment advisers	70	$17,851,527
Corporations or other businesses	16	$14,358,955

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PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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