Rosen Group Private Wealth Management, LLC
● SEC registered since 2024CRD 331736SEC# 801-130906Pointe-Claire. Qc
Reg. AUM
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Employees
1
Accounts
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Location
Pointe-Claire. Qc
Rosen Group Private Wealth Management, LLC assets under management
Rosen Group Private Wealth Management, LLC is an SEC-registered investment adviser based in Pointe-Claire. Qc. The firm has been registered since 2024. It employs 1 people.
Rosen Group Private Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Cao | Cco | Under 5% | 2024 |
| Lewis Rosen Control | Owner | Over 75% | 2025 |
Frequently asked questions
How many employees does Rosen Group Private Wealth Management, LLC have?
Rosen Group Private Wealth Management, LLC reports 1 employees.
Where is Rosen Group Private Wealth Management, LLC located?
Rosen Group Private Wealth Management, LLC is based in Pointe-Claire. Qc and has been SEC-registered since 2024.
Does Rosen Group Private Wealth Management, LLC disclose fund performance?
Rosen Group Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Holiday Avenue, East Tower, Suite 305, Pointe-Claire. Qc H9R 5N3 |
| Phone | 514-782-5966 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers