R
CRD: 305951
Rosecliff Capital Advisory LLC
$27.3M Total AUM
$27.3M Disc. AUM
2.0% 3Y CAGR
4 Employees
185 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
767 5TH Avenue 34th Floor NEW York NY
About Rosecliff Capital Advisory LLC
Rosecliff Capital Advisory LLC is a New York-based registered investment adviser serving retail clients, including entrepreneurs, with financial planning, insurance guidance, and portfolio construction. The firm’s managed portfolios are built primarily through ETFs and index-fund style exposures, implemented through custodians such as Charles Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$13.6M AVG AUM / ADVISOR
$147.5K AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL CASO
Chief Executive Officer, Managing Member, Managing Partner, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
J
Joseph M Barbati
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
K
KEVIN SCOTT TAYLOR II
--
- CRD
- #4998511
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,286,315 | $147,494 |
| Non-Discretionary | $0 | -- |
| Total | $27,286,315 | $147,494 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing