CRD: 116211
R.o.s. Asset Management
Walpole, NH
7035858090
$23.7M Total AUM
$23.7M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-1991
- Office Locations
- 1
Office Locations
-- Bellport NY
About R.o.s. Asset Management
R.o.s. Asset Management is a Walpole-based RIA. The firm has been operating for 35 years. Managing $23.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$23.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Investment Themes
Value vertex
Investment Vehicles
Pathway capital
Services
Beacon Zenith
Owner & Executives
R
RICHARD OTTO SPONHOLZ
Director, Owner
- CRD
- #2001891
- Ownership
- 75% or more
(625) 306-2492
pathway.glacier@embercapital.com
in linkedin.com/in/summit-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,714,091 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,714,091 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,714,091
Equity - Exchange:
8.9% Public Funds:
31.9% Cash:
18.3% U.S. Government/Agency:
14.2% Corporate - Investment Grade:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $740,437,697 | 8.9% |
| Public Funds | $2,653,928,374 | 31.9% |
| Cash | $1,522,473,017 | 18.3% |
| U.S. Government/Agency | $1,181,372,505 | 14.2% |
| Corporate - Investment Grade | $2,221,313,089 | 26.7% |
| Total | $8,319,524,682 | 100.0% |