ROSSMORE PRIVATE CAPITAL, LLC

628 Hebron Avenue
Suite 306
Glastonbury, Connecticut 06033
Tel: 860-200-6079

About ROSSMORE PRIVATE CAPITAL, LLC

ROSSMORE PRIVATE CAPITAL, LLC, formally registered with the SEC as ROSSMORE PRIVATE CAPITAL, LLC. The firm was established in 06/02/2017. They have over 1 offices throughout the country.

ROSSMORE PRIVATE CAPITAL, LLC is a Glastonbury, Connecticut based Financial Planning firm with nearly $1,143,870,296 assets under management, offering retirement planning & investment advisory services to 767 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288453
SEC#	801-110562
Assets Managed by Firm	$1,143,870,296
No. of Clients	767
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Other (FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST))

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (SOME PARTNERS OF ROSSMORE PROVIDE TRUSTEE SERVICES, SERVE AS EXECUTOR, OR AS AGENT UNDER POA.)

Firm Client Information

	No. of Clients	AUM
Firm Total	767	$1,143,870,296
Individuals (other than high net worth individuals)	50	$18,879,262
High net worth individuals	160	$1,034,235,155
Pension and profit sharing plans	1	$3,408,824
Charitable organizations	6	$4,991,245
Corporations or other businesses	9	$82,355,810

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