Rosemeyer Management Group
Firm details
- Headquarters
- Platteville, Wisconsin
- CRD number
- 310363
- Registered since
- November 12, 2020
- Website
- rmgwealth.nm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.16%
- Individuals32.08%
- Corporations / Businesses2.34%
- Pension & Profit Sharing Plans2.05%
- Charitable Organizations1.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Rosemeyer Management Group is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is through both a percentage-of-AUM model and fixed fees. The firm does not identify as an active ESG investor. Industry affiliation listed includes accounting relationships, suggesting close coordination with tax and accounting professionals as part of client service delivery.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 4
Kaley Bockhop
Partner and Chief Financial OfficerCRD 7179153
Regan Shipp
Partner and Chief Operating OfficerCRD 7006095
Jacob Rosemeyer
Partner and Chief Executive OfficerCRD 6821451
Contacts
3 of 9Frank Ortiz
Financial Advisor, AssociateCRD 8206156
Haley Herr
Financial Advisor, AssociateCRD 7455463
Dylan Rasmason
Associate Financial AdvisorCRD 8295814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 170Active vs passive
$1.1B in ETFs
100%
$1.1B
<1%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $209M | 5,875,545 | 19.72% |
Location
Platteville, WI
Grant
Location
Platteville, WI
Headquartered in Platteville, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Grant
- Address
- 1290 E Mineral St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Bernicke Wealth Management
RIAAltoona, WI
Milestone Investment Advisors, LLC
RIAMiddleton, WI
Park Capital Management, LLC
RIAFitchburg, WI
MBE Wealth Management, LLC
RIATomah, WI
PJS Investment Management
RIACedarburg, WI
Mcglone Suttner Wealth Management, Inc.
RIAAppleton, WI