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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-13-2011
- Office Locations
- 2
Office Locations
About Rowe Consulting Group, LLC
Rowe Consulting Group provides co-fiduciary investment consulting for retirement and pension plans, public funds, endowments and foundations, and high-net-worth investors. The firm helps committees and trustees build or revise investment policy statements using proprietary questionnaires, then guides portfolio and manager selection aligned to the IPS. It leverages Interactive Brokers systems and support while delivering independent, conflict-free recommendations with full disclosure.
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Accredited Investors
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Owner & Executives
ROBERT BRADFORD ROWE JR
Chief Compliance Officer, Managing Member
- CRD
- #820848
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID JOHN STRNAD
--
- CRD
- #1982721
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,713,486 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,713,486 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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