ROSSI FINANCIAL GROUP

ROSSI FINANCIAL GROUP of EL DORADO HILLS, CA is an SEC-registered investment adviser (CRD 164096). Regulatory assets under management: $41.6M.

Registration

• CRD: 164096
• Type: Registered investment adviser
• Location: 1212 SUNCAST LANE #1, EL DORADO HILLS, CA, 95762
• Phone: 916-730-6366
• Latest filing: 2026-03-24
• Regulatory AUM: $41.6M
• Non-discretionary AUM: $41.6M
• Clients: 1
• Accounts: 146

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164096 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search