CRD: 141671
Rose Valley Asset Management LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-30-2006
- Office Locations
- 1
Office Locations
About Rose Valley Asset Management LLC
Rose Valley Asset Management is an independent, fee-only Pennsylvania RIA providing comprehensive financial planning and wealth management for individuals and institutions. The firm emphasizes coordinated portfolio construction and ongoing review to help clients grow and preserve assets, with planning support across retirement, estate/tax considerations, trust portfolio management, charitable gifting, and institutional endowment/Investment Policy Statement work. Custody commonly at Schwab or Fidelity.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRUCE EVERETT HUNT
President
- CRD
- #2708731
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,510,490 | -- |
| Non-Discretionary | $3,312,852 | -- |
| Total | $99,823,342 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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