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VerifiedFinancial Services· Founded 2012

Rose Capital Advisors

Rose Capital Advisors is a privately owned boutique family office advisory firm. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. Our practice is reserved to an exclusive group of distinctive clients, allowing us the time needed to carefully customize your services and solutions. Securities offered through Saxony Securities, Inc. Member FINRA/SIPC. Investment Advisory Services provided through Rose Capital Advisors, LLC, an SEC Registered Investment Advisor.

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HeadquartersMiami Beach, United StatesEmployees11(1 to 10)Annual revenue$1M to <$10MFounded year2012Websiterosecapitaladvisors.comLinkedIn profileLinkedIn

Verified contacts

10

available on Kipplo

LinkedIn employees

11

1 to 10 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

2

tools in use

Monthly traffic

85

organic / mo

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Top roles at Rose Capital Advisors

7 distinct titles indexed · top 7 shown.

  • 2portfolio manager
  • 2senior wealth advisor
  • 1director of client solutions senior financial advisor
  • 1executive assistant office manager at rose capital advisors
  • 1financial advisor
  • 1investment operations analyst
  • 1sports & entertainment business development

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