ANGELOTTI/ROSENBERG FINANCIAL GROUP, LLC
Legal name: ANGELOTTI ROSENBERG ASSET MANAGEMENT
CRD #133000 SEC #801-63599 SARASOTA, FL 941-366-8801
SEC Registered
Total AUM
$68.1M
Discretionary
$25.7M
Employees
5
Clients
--
Accounts
493
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEESMAN, AARON, MICHAEL | I | SECRETARY | NA | Control |
| CHEESMAN, AARON, MICHAEL | I | SECRETARY | NA | Control |
| ROSENBERG, EDWARD, MARTIN | I | MANAGING MEMBER | E | Control |
| ROSENBERG, EDWARD, MARTIN | I | MANAGING MEMBER | E | Control |
| ROSENBERG, EDWARD, MARTIN | I | MANAGING MEMBER | E | Control |
| ROSENBERG, EDWARD, MARTIN | I | MANAGING MEMBER | E | Control |
| ROSENBERG, EDWARD, MARTIN | I | MANAGING MEMBER | E | Control |
| ROSENBERG, EDWARD, MARTIN | I | MANAGING MEMBER | E | Control |
| ANGELOTTI, RICHARD, HENRY | I | CHAIRMAN, CEO | C | Control |
| ANGELOTTI, RICHARD, HENRY | I | CHAIRMAN, CEO | C | Control |
| ANGELOTTI, RICHARD, HENRY | I | CHAIRMAN, CEO | C | Control |
| ANGELOTTI, RICHARD, HENRY | I | CHAIRMAN, CEO | C | Control |
| ROSENBERG, EDWARD, MARTIN | I | PRESIDENT | C | Control |
| ROSENBERG, EDWARD, MARTIN | I | PRESIDENT | C | Control |
| ROSENBERG, EDWARD, MARTIN | I | PRESIDENT | C | Control |
| ROSENBERG, EDWARD, MARTIN | I | PRESIDENT | C | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| CASANE, PAULA, ELIZABETH | I | SECRETARY | B | Control |
| CASANE, PAULA, ELIZABETH | I | SECRETARY | B | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| ROSENBERG, ROBERT, DOUGLAS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Feb 7, 2007 REGISTERED
Notice Filings (2)
FL TX
Address
2 N. TAMIAMI TRAILSUITE 310
SARASOTA, FL 34236
USA
Phone: 941-366-8801