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ROOSEVELT CAPITAL MANAGEMENT LLC

Tel: 214-871-2666
5956 Sherry Lane
Suite 1650
Dallas, Texas  75225

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ROOSEVELT CAPITAL MANAGEMENT LLC

ROOSEVELT CAPITAL MANAGEMENT LLC is a Dallas, Texas based financial advisory firm with nearly $306,487,592 in assets under management and provides investment advisory services for 64 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

283217

SEC#:

801-127033

No. of Clients:

64

Assets under Management

$306,487,592

No. of Advisors:

2

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