ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC

ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC of POINTE-CLAIRE. QC is an SEC-registered investment adviser (CRD 331736).

Registration

• CRD: 331736
• SEC file number: 801-130906
• Type: Registered investment adviser
• Location: 1 HOLIDAY AVENUE, EAST TOWER, SUITE 305, POINTE-CLAIRE. QC, H9R 5N3
• Phone: 514-782-5966
• Latest filing: 2026-06-17
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 331736 on SEC IAPD (source of record)
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