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Home > Retirement Planners > connecticut > glastonbury > ROSSMORE PRIVATE CAPITAL, LLC
ROSSMORE PRIVATE CAPITAL, LLC
628 Hebron Avenue
Suite 306
Glastonbury, Connecticut 6033
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 $1,028,976,521 assets under management, offering retirement planning & investment advisory services to 742 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 | $1,028,976,521 |
| No. of Clients | 742 |
| 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
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 742 | $1,028,976,521 |
| Individuals (other than high net worth individuals) | 53 | $18,358,272 |
| High net worth individuals | 150 | $923,600,954 |
| Pension and profit sharing plans | 1 | $2,908,328 |
| Charitable organizations | 4 | $3,088,666 |
| Corporations or other businesses | 7 | $81,020,301 |
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