ROSE VALLEY ASSET MANAGEMENT LLC

Overview

Rose Valley Asset Management LLC operates as an independent registered investment adviser organized as a limited liability company with individual ownership. The firm serves both individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are mixed: percentage-of-AUM billing is complemented by hourly and fixed-fee engagements, allowing flexibility across planning and advisory work. Investment activity is tilted toward discretionary portfolio management—nearly all assets are managed on a discretionary basis—and the firm leans heavily on pooled public funds rather than direct stock-picking or broad use of third-party alternative managers. Rose Valley does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.

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Location & Offices