Angelotti/Rosenberg Financial Group, LLC is a large advisory firm based in Sarasota. It manages $85 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2004.
Angelotti/Rosenberg Financial Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Angelotti/Rosenberg Financial Group, LLC is $85 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Angelotti/Rosenberg Financial Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Edward Martin Rosenberg has been acting as President since 1 Oct 2003. Aaron Michael Cheesman joined the executive team most recently as the Secretary.
The principal office where Angelotti/Rosenberg Financial Group, LLC performs its advisory services is located at 2 N. Tamiami Trail, Sarasota, FL 34236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-366-8801 or by fax 941-366-8443. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.