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Roseman Investment Advisors, LLC (Rockville)


Roseman Investment Advisors, LLC is an internet adviser based in Rockville. It manages $4.9 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

Roseman Investment Advisors 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.

Roseman Investment Advisors: assets under management

The assets under management (AUM) of Roseman Investment Advisors, LLC is $4.9 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $4.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $816.2 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roseman Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rockville

The principal office where Roseman Investment Advisors, LLC performs its advisory services is located at 51 Monroe Street, Rockville, MD 20850, 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 301-251-5790 or by fax 301-251-5791. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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