T
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Principal · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2012
- Office Locations
- 2
Office Locations
-- Mendota MN
-- Sarasota FL
About T. Rose & Associates, Inc.
T. Rose & Associates is a fee-only fiduciary RIA providing private wealth management and comprehensive financial planning (insurance, trusts, annuities, retirement and goal planning) at no additional fee. The firm builds tailored portfolios and emphasizes transparent client communication, typically working with households with $1M+ investable assets. Founded by Tim Rose, an investment advisor since 1982, based in Mendota, MN.
Team overview
64 AVG AGE
$7.5M AVG AUM / ADVISOR
$405.4K AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
TIMOTHY MACK ROSE
President
- CRD
- #1005145
- Ownership
- 75% or more
Available
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D
Daniel Rose
--
- CRD
- #7962075
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | $2,032,046 |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | $2,032,046 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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