Rosenberg Matthew Hamilton is an investment advisor in Grand Junction with $345.30 mm assets under management.
Company profile
Website
Employees
SEC CIK
SEC advisor number
801-118154
FINRA CRD number
152054
AUM ?
$345.30 mm
(as of 18 Apr 23)
Accounts
583
(as of 18 Apr 23)
Employees
5
(4 investment advisory or research)
Office hours
Monday - Friday, 8AM TO 5PM
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Rosenberg, Matthew, Hamilton | Managing Director | 01/2010 | < 5% |
| Rosecap Financial Advisors, LLC | Parent Company | 01/2010 | > 75% |
| Rosenberg, Matthew, Hamilton | Managing Director | 01/2010 | > 75% |
| Schultz, Autumn, Marie | Chief Compliance Officer | 10/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Oct 24
13F-HR
Quarterly holdings report by institutional manager
26 Jul 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22