40 Grove Street
Suite 170
Wellesley, Massachusetts 02482
Tel: 781-304-1600
ROSE GROVE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ROSE GROVE CAPITAL MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
ROSE GROVE CAPITAL MANAGEMENT, LLC is a Wellesley, Massachusetts based Financial Planning firm with nearly $1,733,186,207 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 15 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156572 |
| SEC# | 801-73698 |
| Assets Managed by Firm | $1,733,186,207 |
| No. of Clients | 9 |
| No. of Advisors | 15 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $1,733,186,207 |
| 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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