200 State Street
Fl 12
Boston, Massachusetts 02109-6175
Tel: 617-849-9239
ROSE PARK ADVISORS, LLC, formally registered with the SEC as ROSE PARK ADVISORS, LLC. The firm was established in 07/14/2015. They have over 6 offices throughout the country.
ROSE PARK ADVISORS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $632,186,441 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 16 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162017 |
| SEC# | 801-100483 |
| Assets Managed by Firm | $632,186,441 |
| No. of Clients | 7 |
| No. of Advisors | 16 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $632,186,441 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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