This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2020
- Office Locations
- 3
Office Locations
About Rosemeyer Management Group
Rosemeyer Management Group provides personalized financial planning and active portfolio management for individuals, couples, families, and business owners, often navigating retirement and other life transitions. Services include 401(k) rollovers, IRA/trust/non-qualified account planning, retirement income, Medicare and Social Security guidance, and ongoing plan and portfolio reviews. Emphasizes cost-conscious, transparent fees; typical $400k minimum and custody support including Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW THOMAS TRANEL
Partner and Chief Compliance Officer
- CRD
- #6420432
- Ownership
- 50% but less than 75%
KALEY ELLEN BOCKHOP
Chief Financial Officer, Partner
- CRD
- #7179153
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
Unlock allContacts
John Paul Drefcinski
Financial Advisor Associate
- CRD
- #7534153
Haley Herr
--
- CRD
- #7455463
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $873,852,978 | $753,972 |
| Non-Discretionary | $40,110,514 | $3,646,410 |
| Total | $913,963,492 | $781,165 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing