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ROSE PARK ADVISORS, LLC

200 State Street
Fl 12
Boston, Massachusetts 02109-6175
Tel: 617-849-9239

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About ROSE PARK ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#162017
SEC#801-100483
Assets Managed by Firm$632,186,441
No. of Clients7
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$632,186,441

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