Rose Capital Advisors is a privately owned boutique family office advisory firm. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. Our practice is reserved to an exclusive group of distinctive clients, allowing us the time needed to carefully customize your services and solutions. Securities offered through Saxony Securities, Inc. Member FINRA/SIPC. Investment Advisory Services provided through Rose Capital Advisors, LLC, an SEC Registered Investment Advisor.
View Top Employees from Rose Capital AdvisorsWebsite | https://rosecapitaladvisors.com |
Revenue | $5 million |
Employees | 10 (10 on RocketReach) |
Founded | 2012 |
Address | 119 Washington Ave 400, Miami Beach, Florida 33139, US |
Phone | (305) 748-6200 |
Technologies |
JavaScript,
HTML,
PHP
+18 more
(view full list)
|
Industry | Financial Services, Finance General, Comprehensive Financial Planning, Finance, Wealth Advisory and Management, Family Office Services, Financial/Investment Consulting |
Competitors | Balboa Wealth Partners, Inc., Blossom Wealth Management, Constant Guidance Financial, Halpern Financial, Inc., Stockade Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Rose Capital Advisors employee's phone or email?
The Rose Capital Advisors annual revenue was $5 million in 2024.
Gareth Evans is the Head of Business Development of Rose Capital Advisors.
10 people are employed at Rose Capital Advisors.
Rose Capital Advisors is based in Miami Beach, Florida.
The NAICS codes for Rose Capital Advisors are [52, 523, 52393, 5239].
The SIC codes for Rose Capital Advisors are [628, 62].