Ross Financial Management Inc is a large advisory firm based in Moraga. It manages $63.05 million of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Ross Financial Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ross Financial Management Inc is $63.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ross Financial Management Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dennis Earl Ross has been acting as President since 1 Mar 1983. Lori Ann Vanhart joined the executive team most recently as the Portfolio Manager.
The principal office where Ross Financial Management Inc performs its advisory services is located at 1600 School St #101, Moraga, CA 94556, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-376-4712 or by fax 925-376-3459. The normal business hours are 8am to 5pm on Monday - Friday.