ROSSMORE PRIVATE CAPITAL, LLC - Financial Advisor in Connecticut, Glastonbury

Tel: 860-200-6079 628 Hebron Avenue Suite 306 Glastonbury, Connecticut 06033

About ROSSMORE PRIVATE CAPITAL, LLC

ROSSMORE PRIVATE CAPITAL, LLC is a Glastonbury, Connecticut based financial advisory firm with nearly $1,143,870,296 in assets under management and provides investment advisory services for 767 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

288453

Firm SEC#:

801-110562

Assets Under Management:

$1,143,870,296

No. of Clients:

767

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (SOME PARTNERS OF ROSSMORE PROVIDE TRUSTEE SERVICES, SERVE AS EXECUTOR, OR AS AGENT UNDER POA.)

Fee Structure:

A percentage of AUM, Fixed fees, Other (FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST))

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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