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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2012
- Office Locations
- 1
Office Locations
About Rossi Financial Group
Rossi Financial Group is an El Dorado Hills, CA RIA led by Paul R. Rossi, CFA, delivering comprehensive financial planning and ongoing investment management for individuals and business owners. Portfolios follow an evidence-based, fee-conscious approach focused on controllable factors, broad market exposure (including ETFs), and risk management with portfolio stress-testing aligned to client goals and tolerance. Rossi has been a Five Star Wealth Manager (2021-2024).
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
PAUL RICHARD ROSSI
Chief Compliance Officer, Chief Executive Officer, President, PRINCIPAL
- CRD
- #2921763
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $41,600,000 | -- |
| Total | $41,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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