Eliot Rose Asset Management is an investment advisor in West Warwick with $113.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43649045
SEC advisor number
801-121354
FINRA CRD number
120465
AUM ?
$113.72 mm
(as of 7 Apr 23)
Accounts
328
(as of 7 Apr 23)
Employees
4
(2 investment advisory or research)
Address
Eliot Rose Asset Management
1000 CHAPEL VIEW BOULEVARD
SUITE 240
CRANSTON
RI 02920
1000 CHAPEL VIEW BOULEVARD
SUITE 240
CRANSTON
RI 02920
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
(401) 588-5103
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Siperstein, Gary, Steven | Managing Member | 04/2002 | 25-50% |
Siperstein, Jason, Eliot | Chief Compliance Officer, Member | 01/2016 | > 75% |
Latest filings (excl ownership)
No filings
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