CRD: 290902
THE Rosamond Financial Group Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2018
- Office Locations
- 1
Office Locations
About THE Rosamond Financial Group Wealth Management, LLC
The Rosamond Financial Group Wealth Management, LLC (Marble Falls, TX) provides investment management and financial planning, including insurance, retirement planning, day-to-day money management, asset allocation, business succession planning, and charitable giving. The firm serves individuals such as retirees, entrepreneurs, and business owners. Portfolios use ETFs and mutual funds with an emphasis on disciplined rebalancing; custody includes Charles Schwab.
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Owner & Executives
PRESTON ANDREW ROSAMOND
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4343488
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Clinton Lee Connell
--
- CRD
- #7819725
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,964,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,964,496 | -- |
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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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