Martin W. Rosenzveig & Co, LLC

Overview

Martin W. Rosenzveig & Co, LLC is an independent registered investment adviser organized as a limited liability company and run as a small, owner-operated advisory practice. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its stated fee arrangement is flexible — percentage of AUM alongside hourly and fixed-fee engagements — which supports both ongoing portfolio management relationships and discrete planning or consulting work. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities and uses separate managed accounts. It is not flagged as an active ESG investor, is not a multi‑state adviser, and does not operate as a multi‑manager capital allocator. Given its size and client base, the firm appears to emphasize personalized portfolio construction and direct equity exposure for taxable and non‑taxable clients.

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Location & Offices