ROSSI FINANCIAL ASSOCIATES, INC.

RIASEC Registered

Total AUM

$59.1M

Discretionary

$25.1M

42% of AUM

Avg account

$1.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MONROEVILLE, Pennsylvania
CRD number: 118418
Website: www.rossifg.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI87.23%
Charitable Organizations9.62%
Corporations / Businesses1.7%
Individuals1.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Rossi Financial Associates, Inc. is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm positions itself as a capital allocator and adviser, providing financial planning alongside portfolio management for individuals, small businesses and institutional clients. Their service set includes pension consulting and the selection and oversight of outside managers, which indicates they blend in-house advice with the use of third-party managers when appropriate. Investment activity centers on conventional public-facing strategies rather than niche ESG mandates; the firm is not identified as an active ESG investor. Portfolio construction appears grounded in pooled public funds and mutual funds, with a preference for managed allocations and discretionary mandate options where clients permit. Fee arrangements include percentage-of-AUM billing plus hourly and other fee arrangements, consistent with a boutique RIA model offering both retained planning work and ongoing asset management.