ROSEMAWR MANAGEMENT LLC

1674 Meridian Avenue
Suite 420
Miami Beach, Florida 33139
Tel: 212-286-9474

About ROSEMAWR MANAGEMENT LLC

ROSEMAWR MANAGEMENT LLC, formally registered with the SEC as ROSEMAWR MANAGEMENT LLC. The firm was established in 01/02/2009. They have over 1 offices throughout the country.

ROSEMAWR MANAGEMENT LLC is a Miami Beach, Florida based Financial Planning firm with nearly $1,435,699,000 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148984
SEC#	801-69789
Assets Managed by Firm	$1,435,699,000
No. of Clients	12
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$1,435,699,000

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