ROSEMAN WAGNER WEALTH MANAGEMENT - Financial Advisor in California, Rocklin

Tel: (916) 652-1525 4970 Rocklin Road Suite 200 Rocklin, California 95677

About ROSEMAN WAGNER WEALTH MANAGEMENT

ROSEMAN WAGNER WEALTH MANAGEMENT is a Rocklin, California based financial advisory firm with nearly $1,111,205,813 in assets under management and provides investment advisory services for 1379 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

148221

Firm SEC#:

801-69561

Assets Under Management:

$1,111,205,813

No. of Clients:

1379

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

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