M
CRD: 294583
Martin W. Rosenzveig & Co., LLC
Beverly Hills, CA
2487527647
$22.7M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2018
- Office Locations
- 1
Office Locations
-- Beverly Hills CA
About Martin W. Rosenzveig & Co., LLC
Martin W. Rosenzveig & Co., LLC is a Beverly Hills-based RIA. The firm has been operating for 8 years. Managing $22.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$22.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Quantum
Client Personas
Catalyst
Investment Themes
Timber radial
Investment Vehicles
Zenith
Services
Oak Prime Capital
Owner & Executives
M
MARTIN WOLF ROSENZVEIG
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #1194229
- Ownership
- 75% or more
(456) 625-7976
capital.capital@vectorcapital.com
in linkedin.com/in/ember-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,694,621 | -- |
| Non-Discretionary | $957,830 | -- |
| Total | $22,652,451 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,652,451
Equity - Exchange:
15.9% Public Funds:
26.6% Cash:
14.4% Municipal Bonds:
43.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $531,933,921 | 15.9% |
| Public Funds | $889,902,031 | 26.6% |
| Cash | $481,751,475 | 14.4% |
| Municipal Bonds | $1,441,908,929 | 43.1% |
| Total | $3,345,496,356 | 100.0% |