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ROOSEVELT CAPITAL MANAGEMENT LLC
5956 Sherry Lane
Suite 1650
Dallas, Texas 75225
Tel: 214-871-2666
About ROOSEVELT CAPITAL MANAGEMENT LLC
ROOSEVELT CAPITAL MANAGEMENT LLC, formally registered with the SEC as ROOSEVELT CAPITAL MANAGEMENT LLC. The firm was established in 01/19/2023. They have over 1 offices throughout the country.
ROOSEVELT CAPITAL MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $306,487,592 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283217 |
| SEC# | 801-127033 |
| Assets Managed by Firm | $306,487,592 |
| No. of Clients | 64 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 64 | $306,487,592 |
| Individuals (other than high net worth individuals) | 6 | $3,288,946 |
| High net worth individuals | 42 | $224,576,333 |
| Charitable organizations | 2 | $383,281 |
| Other investment advisers | 8 | $68,962,564 |
| Corporations or other businesses | 4 | $5,391,528 |
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