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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2011 | $57M | $27M | $30M | 5 | -- |
| Apr 2011 | $57M | $27M | $30M | 5 | -- |
| Oct 2010 | $47.4M | $25.4M | $22M | 5 | -- |
| May 2010 | $47.4M | $25.4M | $22M | 5 | -- |
| Apr 2007 | $68.1M | $25.7M | $42.4M | 5 | -- |
| Feb 2007 | $68.1M | $25.7M | $42.4M | 5 | -- |
| Mar 2006 | $68.1M | $25.7M | $42.4M | 5 | -- |
| Sep 2005 | $63M | $23M | $40M | 5 | -- |
DateJun 2011
Total AUM$57M
Discretionary$27M
Non-Disc.$30M
Employees5
Clients--
DateApr 2011
Total AUM$57M
Discretionary$27M
Non-Disc.$30M
Employees5
Clients--
DateOct 2010
Total AUM$47.4M
Discretionary$25.4M
Non-Disc.$22M
Employees5
Clients--
DateMay 2010
Total AUM$47.4M
Discretionary$25.4M
Non-Disc.$22M
Employees5
Clients--
DateApr 2007
Total AUM$68.1M
Discretionary$25.7M
Non-Disc.$42.4M
Employees5
Clients--
DateFeb 2007
Total AUM$68.1M
Discretionary$25.7M
Non-Disc.$42.4M
Employees5
Clients--
DateMar 2006
Total AUM$68.1M
Discretionary$25.7M
Non-Disc.$42.4M
Employees5
Clients--
DateSep 2005
Total AUM$63M
Discretionary$23M
Non-Disc.$40M
Employees5
Clients--