R
$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2014
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Rosasharn Investment Management, LLC
Rosasharn Investment Management, LLC is a SAN Francisco-based RIA. The firm has been operating for 12 years. Managing $1.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$300.0K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
J
JASON KIM
Chief Executive Officer, Partner
- CRD
- #6408615
- Ownership
- 75% or more
Available
Available
Available
L
LINDA QU
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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