D
CRD: 332191
DE Rosa Asset Management, LLC
Harker Heights, TX
2019249161
$50.4M Total AUM
$49.7M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-2024
- Office Locations
- 1
Office Locations
-- Harker Heights TX
About DE Rosa Asset Management, LLC
DE Rosa Asset Management, LLC is a Harker Heights-based RIA. The firm has been operating for 1 years. Managing $50.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$50.4M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Ember
Investment Vehicles
Summit eagle
Services
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Owner & Executives
P
PAUL Alphonse DE ROSA
Chief Compliance Officer, Managing Member
- CRD
- #1046339
- Ownership
- 75% or more
(273) 299-6046
focus.glacier@bridgecapital.com
in linkedin.com/in/legacy-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,693,009 | -- |
| Non-Discretionary | $675,826 | -- |
| Total | $50,368,835 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,368,835
Equity - Exchange:
21.7% Cash:
20.9% Equity - OTC:
15.3% Corporate - Investment Grade:
12.1% Corporate - Non-Investment Grade:
6.7% Other:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,858,629,902 | 21.7% |
| Cash | $1,790,108,984 | 20.9% |
| Equity - OTC | $1,310,462,558 | 15.3% |
| Corporate - Investment Grade | $1,036,378,886 | 12.1% |
| Corporate - Non-Investment Grade | $573,862,689 | 6.7% |
| Other | $1,995,671,739 | 23.3% |
| Total | $8,565,114,758 | 100.0% |