Rosemeyer Management Group
Firm details
- Headquarters
- Platteville, Wisconsin
- CRD number
- 310363
- Registered since
- November 12, 2020
- Website
- rmgwealth.nm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.16%
- Individuals32.08%
- Corporations / Businesses2.34%
- Pension & Profit Sharing Plans2.05%
- Charitable Organizations1.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Rosemeyer Management Group is an independent, individual-owned RIA organized as an LLC. The firm is registered with the SEC (registration year 2020) and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements are a combination of percentage-of-AUM and fixed fees. The firm reports not identifying as an active ESG investor and does not operate as a capital allocator; alternative exposures are accessed through third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 4
Regan Shipp
Partner and Chief Operating OfficerCRD 7006095
Jacob Rosemeyer
Partner and Chief Executive OfficerCRD 6821451
Andrew Tranel
Partner & Chief Compliance OfficerCRD 6420432
Contacts
3 of 11
Carter Klaas
Senior Financial AdvisorCRD 7253814
Payton Simon
Financial AdvisorCRD 6947005
Joseph Schultz
Investment AdvisorCRD 7307011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 170Active vs passive
$1.1B in ETFs
100%
$1.1B
<1%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $209M | 5,875,545 | 19.72% |
Location
Platteville, WI
Grant
Location
Platteville, WI
Headquartered in Platteville, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Grant
- Address
- 1290 E Mineral St
- Time zone
- CT (UTC-6)
- Office locations
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