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ROSECLIFF CAPITAL ADVISORY LLC

767 5th Avenue
34th Floor
New York, New York 10153
Tel: (212) 404-7447

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About ROSECLIFF CAPITAL ADVISORY LLC

ROSECLIFF CAPITAL ADVISORY LLC, formally registered with the SEC as ROSECLIFF CAPITAL ADVISORY LLC. The firm was established in 01/11/2021. They have over 1 offices throughout the country.

ROSECLIFF CAPITAL ADVISORY LLC is a New York, New York based Financial Planning firm with nearly $26,387,608 assets under management, offering retirement planning & investment advisory services to 171 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305951
SEC#801-119344
Assets Managed by Firm$26,387,608
No. of Clients171
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total171$26,387,608
Individuals (other than high net worth individuals)51$1,727,468
High net worth individuals128$24,660,140

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