767 5th Avenue
34th Floor
New York, New York 10153
Tel: (212) 404-7447
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305951 |
| SEC# | 801-119344 |
| Assets Managed by Firm | $26,387,608 |
| No. of Clients | 171 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 171 | $26,387,608 |
| Individuals (other than high net worth individuals) | 51 | $1,727,468 |
| High net worth individuals | 128 | $24,660,140 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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