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Home > Retirement Planners > idaho > meridian > DESERT ROSE CAPITAL MANAGEMENT, INC.
DESERT ROSE CAPITAL MANAGEMENT, INC.
2929 W. Navigator Drive
Ste. 300
Meridian, Idaho 83642
Tel: 208 297-2710
About DESERT ROSE CAPITAL MANAGEMENT, INC.
DESERT ROSE CAPITAL MANAGEMENT, INC, formally registered with the SEC as DESERT ROSE CAPITAL MANAGEMENT, INC. The firm was established in 05/03/2022. They have over 5 offices throughout the country.
DESERT ROSE CAPITAL MANAGEMENT, INC. is a Meridian, Idaho based Financial Planning firm with nearly $79,561,254 assets under management, offering retirement planning & investment advisory services to 503 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154331 |
| SEC# | 801-124883 |
| Assets Managed by Firm | $79,561,254 |
| No. of Clients | 503 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- 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 (SUB-ADVISOR TO OTHER REGISTERED INVESTMENT ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 503 | $79,561,254 |
| Individuals (other than high net worth individuals) | 323 | $22,850,622 |
| High net worth individuals | 105 | $22,541,810 |
| Other investment advisers | 4 | $9,578,155 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
| $1,931,996,135 | 801 | 6 | |
| $1,380,795,719 | 2334 | 19 |
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