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The Roosevelt Investment Group, LLC

Investment Management

Specialities :
Asset management
Investment management
Wealth management
Financial planning
Retirement planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Frequently Asked Questions About The Roosevelt Investment Group, LLC

What does The roosevelt investment group, llc do?+

The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cousin of Theodore Roosevelt, founded the investment advisory firm P. James Roosevelt, Inc., which managed investment assets of individuals and endowments. The firms name was changed in 1993 to The Roosevelt Investment Group, Inc., which it retained in 2002 upon merging into Sheer Asset Management, Inc., an investment advisory firm founded by Arthur Sheer in 1990. In 2020, the firms name changed to The Roosevelt Investment Group, LLC, and it was acquired by...

What are The roosevelt investment group, llc's specialties? +

Asset management,investment management,wealth management,financial planning,retirement planning,estate planning,succession planning,wealth planning,funeral services and cemetery trusts,preneed trusts,perpetual care trusts,and endowment care trusts

What is The roosevelt investment group, llc's industry? +

The roosevelt investment group, llc operates in the Investment management industry.

What is The roosevelt investment group, llc's revenue? +

The roosevelt investment group, llc's revenue is 11m - 100m

What is The roosevelt investment group, llc's company size? +

The roosevelt investment group, llc has 11 - 50 employees.

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