ROSEMAN WAGNER WEALTH MANAGEMENT
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
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
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