ROSSBY FINANCIAL, LLC

2412 Irwin Street
Melbourne, Florida 32901
Tel: 321-209-0111

About ROSSBY FINANCIAL, LLC

ROSSBY FINANCIAL, LLC, formally registered with the SEC as ROSSBY FINANCIAL, LLC. The firm was established in 02/24/2023. They have over 10 offices throughout the country.

ROSSBY FINANCIAL, LLC is a Melbourne, Florida based Financial Planning firm with nearly $358,627,117 assets under management, offering retirement planning & investment advisory services to 804 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324631
SEC#	801-127370
Assets Managed by Firm	$358,627,117
No. of Clients	804
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	804	$358,627,117
Individuals (other than high net worth individuals)	700	$126,748,951
High net worth individuals	104	$231,878,166

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