Rossby Financial, LLC
Firm details
- Headquarters
- Melbourne, Florida
- CRD number
- 324631
- Registered since
- February 24, 2023
- Website
- www.rossbyfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals80.05%
- HNWI18.86%
- Pension & Profit Sharing Plans1.07%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Rossby Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that sources external managers and pooled vehicles alongside directly managed portfolios. Fee arrangements include asset-based fees, hourly consulting, and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational seminars and workshops. The firm does not identify itself as an active ESG investor.
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 Funds64%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- Other5%
- US Government Bonds1%
Owners & executives
3 of 7
Kelly Renner
Founder and CEOCRD 4496278
Briana D'esposito
Founder & CEOCRD 7231539
Melissa Reaktenwalt
Founder & CEOCRD 5273962
Contacts
3 of 22
Brandon Clark
Financial AdvisorCRD 6718148
Stephen Florio
Investment Advisor RepresentativeCRD 1186577
Jason Renner
Financial PlannerCRD 5644014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 853Active vs passive
$412M in ETFs
86%
$354M
9%
$58.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE) | Calvert | Passive | Foreign Large Blend | $33.6M | 395,225 | 8.15% |
Location
Melbourne, FL
Brevard
Location
Melbourne, FL
Headquartered in Melbourne, FL, in the South of the United States.
- Region
- South
- County
- Brevard
- Address
- 2412 Irwin St
- Time zone
- ET (UTC-5)
- Office locations
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