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ROSSI FINANCIAL ASSOCIATES, INC.
CRD 118418
50 SECO ROAD, SUITE A, MONROEVILLE, PA, 15146, United States
Phone
412-856-4880
Fax
412-856-0866
Registration
— (—)
Source
State registered
Total AUM
$59.1M
Discretionary AUM
$25.1M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $854K |
| High net worth individuals | 23 | $51.5M |
Official SEC filing: View on IAPD