ROSE CAPITAL ADVISORS, LLC

119 Washington Avenue
Suite 400
Miami Beach, Florida 33139
Tel: 305-534-7673

About ROSE CAPITAL ADVISORS, LLC

ROSE CAPITAL ADVISORS, LLC, formally registered with the SEC as ROSE CAPITAL ADVISORS, LLC. The firm was established in 10/01/2014. They have over 3 offices throughout the country.

ROSE CAPITAL ADVISORS, LLC is a Miami Beach, Florida based Financial Planning firm with nearly $543,185,870 assets under management, offering retirement planning & investment advisory services to 813 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173054
SEC#	801-80385
Assets Managed by Firm	$543,185,870
No. of Clients	813
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	813	$543,185,870
Individuals (other than high net worth individuals)	102	$19,153,495
High net worth individuals	209	$517,757,280
Charitable organizations	6	$6,275,095

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