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ELIOT ROSE WEALTH MANAGEMENT, LLC
Tel: (401) 588-5103
1300 Division Road Suite 301
West Warwick, Rhode Island 02893
ELIOT ROSE WEALTH MANAGEMENT, LLC
ELIOT ROSE WEALTH MANAGEMENT, LLC is a West Warwick, Rhode Island based financial advisory firm with nearly $125,533,216 in assets under management and provides investment advisory services for 352 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
120465
SEC#:
801-121354
No. of Clients:
352
Assets under Management
$125,533,216
No. of Advisors:
4
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