ROSE VALLEY ASSET MANAGEMENT LLC

ROSE VALLEY ASSET MANAGEMENT LLC of MEDIA, PA is an SEC-registered investment adviser (CRD 141671). Regulatory assets under management: $99.8M.

Registration

• CRD: 141671
• Type: Registered investment adviser
• Location: 230 N. MONROE STREET, MEDIA, PA, 19063-2908
• Phone: 610-544-0900
• Latest filing: 2026-03-28
• Regulatory AUM: $99.8M
• Discretionary AUM: $96.5M
• Non-discretionary AUM: $3.3M
• Clients: 2
• Accounts: 229

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141671 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search