ROSEMEYER MANAGEMENT GROUP

1290 E Mineral St.
Platteville, Wisconsin 53818
Tel: 608-348-2274

About ROSEMEYER MANAGEMENT GROUP

ROSEMEYER MANAGEMENT GROUP, formally registered with the SEC as ROSEMEYER MANAGEMENT GROUP. The firm was established in 11/12/2020. They have over 5 offices throughout the country.

ROSEMEYER MANAGEMENT GROUP is a Platteville, Wisconsin based Financial Planning firm with nearly $691,857,332 assets under management, offering retirement planning & investment advisory services to 3202 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310363
SEC#	801-119774
Assets Managed by Firm	$691,857,332
No. of Clients	3202
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	3202	$691,857,332
Individuals (other than high net worth individuals)	795	$248,265,771
High net worth individuals	187	$397,151,197
Pension and profit sharing plans	Fewer than 5 clients	$15,425,120
Charitable organizations	6	$10,225,778
Corporations or other businesses	6	$20,789,466

More Retirement Planning firms in Platteville, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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