Angelotti/Rosenberg Financial Group, LLC (Sarasota)

Angelotti/Rosenberg Financial Group, LLC is a large advisory firm based in Sarasota. It manages $85 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2004.

Angelotti/Rosenberg Financial Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Angelotti/Rosenberg Financial Group: assets under management

The assets under management (AUM) of Angelotti/Rosenberg Financial Group, LLC is $85 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts and $50 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $125 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Angelotti/Rosenberg Financial Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Angelotti/Rosenberg Financial Group, LLC

Edward Martin Rosenberg has been acting as President since 1 Oct 2003. Aaron Michael Cheesman joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Henry Angelotti	Chairman, ceo	1 Oct 2003	25% - 50%	2352882
Edward Martin Rosenberg	President	1 Oct 2003	25% - 50%	1224716
Robert Douglas Rosenberg	Vice president	1 Oct 2003	Other	4832723
Paula Elizabeth Casane	Secretary/chief compliance officer	1 Oct 2004	Other	4179873
Aaron Michael Cheesman	Secretary	1 Dec 2006	Other	5223965

Based in Sarasota

The principal office where Angelotti/Rosenberg Financial Group, LLC performs its advisory services is located at 2 N. Tamiami Trail, Sarasota, FL 34236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.