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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-02-2016
- Office Locations
- 1
Office Locations
About Rosewood Wealth Management
Rosewood Wealth Management is a Durham, NC advisory firm providing personalized, long-term financial planning focused on retirement and legacy planning. The team combines investment planning and portfolio construction with tax preparation and bookkeeping (including payroll reporting and QuickBooks support) to deliver coordinated advice for individuals and business owners. Portfolios are implemented primarily with ETFs and the firm uses Fidelity/NFS.
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Owner & Executives
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Jacob Oliver Doser
--
- CRD
- #7087394
JOHN EDWIN STILLMAN
Manager
- CRD
- #6395330
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,223,974 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,223,974 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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