R
$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-2012
- Office Locations
- 1
Office Locations
-- HO-HO-KUS NJ
About Roseheart Investment Advisors, LLC
Roseheart Investment Advisors, LLC is a HO-HO-KUS-based RIA. The firm has been operating for 13 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GREGORY RAYMOND DUBE
Chief Compliance Officer, Director, Managing Member
- CRD
- #851324
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,981,621 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,981,621 | -- |
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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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