ROSENBAUM FINANCIAL, INC.
Legal name: ROSENBAUM FINANCIAL
CRD #173805 SEC #801-80682 PORTLAND, OR 503-352-1300
SEC Registered
Total AUM
$418.5M
Discretionary
$379.6M
Employees
10
Clients
1
Accounts
254
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $418.5M | $379.6M | $38.9M | 10 | 0 |
| Mar 2021 | $418.5M | $379.6M | $38.9M | 10 | 0 |
| Jun 2020 | $358.9M | $321.4M | $37.5M | 9 | 3 |
| Mar 2020 | $358.9M | $321.4M | $37.5M | 9 | 3 |
| Mar 2019 | $319.4M | $311.7M | $7.8M | 7 | 1 |
| Jun 2018 | $287.8M | $287.8M | $0 | 7 | 25 |
| Mar 2018 | $287.8M | $287.8M | $0 | 7 | 25 |
| Mar 2017 | $307.6M | $252.8M | $54.8M | 6 | 200 |
| Jan 2017 | $192.4M | $190.5M | $1.9M | 6 | 200 |
| Oct 2016 | $192.4M | $190.5M | $1.9M | 6 | 200 |
| Jul 2016 | $192.4M | $190.5M | $1.9M | 6 | 200 |
| Jun 2016 | $192.4M | $190.5M | $1.9M | 6 | 200 |
| May 2016 | $192.4M | $190.5M | $1.9M | 6 | 200 |
| May 2016 | $192.4M | $190.5M | $1.9M | 6 | 200 |
| Feb 2016 | $192.4M | $190.5M | $1.9M | 6 | 200 |
| Oct 2015 | $155.7M | $153.7M | $1.9M | 12 | 0 |
| Aug 2015 | $155.7M | $153.7M | $1.9M | 12 | 0 |
| Jul 2015 | $155.7M | $153.7M | $1.9M | 12 | 0 |
| Jul 2015 | $155.7M | $153.7M | $1.9M | 12 | 0 |
| Mar 2015 | $155.7M | $153.7M | $1.9M | 12 | 0 |
| Jan 2015 | $0 | $0 | $0 | 12 | 0 |
| Dec 2014 | $0 | $0 | $0 | 12 | 0 |
| Dec 2014 | $0 | $0 | $0 | 12 | 0 |
| Nov 2014 | $0 | $0 | $0 | 12 | 0 |
DateJun 2021
Total AUM$418.5M
Discretionary$379.6M
Non-Disc.$38.9M
Employees10
Clients0
DateMar 2021
Total AUM$418.5M
Discretionary$379.6M
Non-Disc.$38.9M
Employees10
Clients0
DateJun 2020
Total AUM$358.9M
Discretionary$321.4M
Non-Disc.$37.5M
Employees9
Clients3
DateMar 2020
Total AUM$358.9M
Discretionary$321.4M
Non-Disc.$37.5M
Employees9
Clients3
DateMar 2019
Total AUM$319.4M
Discretionary$311.7M
Non-Disc.$7.8M
Employees7
Clients1
DateJun 2018
Total AUM$287.8M
Discretionary$287.8M
Non-Disc.$0
Employees7
Clients25
DateMar 2018
Total AUM$287.8M
Discretionary$287.8M
Non-Disc.$0
Employees7
Clients25
DateMar 2017
Total AUM$307.6M
Discretionary$252.8M
Non-Disc.$54.8M
Employees6
Clients200
DateJan 2017
Total AUM$192.4M
Discretionary$190.5M
Non-Disc.$1.9M
Employees6
Clients200
DateOct 2016
Total AUM$192.4M
Discretionary$190.5M
Non-Disc.$1.9M
Employees6
Clients200
DateJul 2016
Total AUM$192.4M
Discretionary$190.5M
Non-Disc.$1.9M
Employees6
Clients200
DateJun 2016
Total AUM$192.4M
Discretionary$190.5M
Non-Disc.$1.9M
Employees6
Clients200
DateMay 2016
Total AUM$192.4M
Discretionary$190.5M
Non-Disc.$1.9M
Employees6
Clients200
DateMay 2016
Total AUM$192.4M
Discretionary$190.5M
Non-Disc.$1.9M
Employees6
Clients200
DateFeb 2016
Total AUM$192.4M
Discretionary$190.5M
Non-Disc.$1.9M
Employees6
Clients200
DateOct 2015
Total AUM$155.7M
Discretionary$153.7M
Non-Disc.$1.9M
Employees12
Clients0
DateAug 2015
Total AUM$155.7M
Discretionary$153.7M
Non-Disc.$1.9M
Employees12
Clients0
DateJul 2015
Total AUM$155.7M
Discretionary$153.7M
Non-Disc.$1.9M
Employees12
Clients0
DateJul 2015
Total AUM$155.7M
Discretionary$153.7M
Non-Disc.$1.9M
Employees12
Clients0
DateMar 2015
Total AUM$155.7M
Discretionary$153.7M
Non-Disc.$1.9M
Employees12
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0