Rosenbaum Financial Inc
Legal Name: ROSENBAUM FINANCIAL, INC.
Full Contact Details
Rosenbaum Financial Inc
150 SW HARRISON STREET, SUITE 300, PORTLAND, OR
503-352-1300
503-352-1301
Other Info
Rosenbaum Financial Inc operates as an advisory firm, legally registered as ROSENBAUM FINANCIAL, INC. in Oregon. Despite having a small team of 7 employees, the majority are dedicated advisory personnel. The firm is inclined towards a personalized experience, as they only serve a single client. Additionally, the SEC has approved their status, as evident in the registration since December 2014.
Rosenbaum Financial Group
Home Client Access HomeClient Access Scroll Helping clients navigate a global marketplace. Deeply rooted in the Pacific Northwest. A more confident future awaits. We empower women to take control of their finances. We are thrilled to announce that Rosenbaum Financial Group is joining Coldstream…
Direct Owners
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KIMBERLY SUE ROSENBERG
MANAING PRINCIPAL/SHAREHOLDER owns more than 10% but less than 25%
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MARK PHILLIP ROSENBAUM
PRESIDENT, SHAREHOLDER, CHIEF COMPLIANCE OFFICER owns 75% or more