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- Custodian
- Interactive Brokers ยท Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2011
- Office Locations
- 1
Office Locations
About Rosman Asset Management, LLC
Rosman Asset Management, LLC is a fee-only fiduciary RIA focused on actively managing client portfolios for income, capital preservation, and long-term growth. The firm emphasizes deep-value opportunities, yield-oriented bonds and preferred stocks, and dividend discipline to reduce volatility and stay positioned for market corrections. Assets are custodied at Interactive Brokers with 24/7 online account access and transparent reporting.
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Investment Themes
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Owner & Executives
MICHAEL JOHN ROSMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2108901
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANTHONY MARIO MONTANO III
--
- CRD
- #1437846
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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