RIA Intel›Advisers›Indiana›THE ROSE, INC.

THE ROSE, INC.

Advisory

IN

Data as of Jul 15, 2024 · Source: SEC Form ADV

Average account
$589K
across 48 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 15, 2024.

Total AUM
$28M
Discretionary %
0.7%
Clients
48
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$192K
Non-Discretionary AUM$28M
Discretionary %0.7%
Total Clients48
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

ON TARGET WEALTH PARTNERS, LLC
GREENWOOD, IN
$28M
MULBERRY CAPITAL MANAGEMENT LLC
$28M
ICON WEALTH MANAGEMENT, INC.
INDIANAPOLIS, IN
$27M
SAMEX CAPITAL ADVISORS, LLC
FISHERS, IN
$27M
0.0% 1Y
ELEVATION FINANCIAL LLC
$30M
FINANCIAL PLANNING CONSULTANTS, INC.
LAFAYETTE, IN
$30M
+11.5% 1Y

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