ROSSI FINANCIAL GROUP

ROSSI, PAUL RICHARD

CRD 164096

Visit website

1212 SUNCAST LANE #1, EL DORADO HILLS, CA, 95762, United States

Phone

916-730-6366

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$41.6M

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsINFORMATIONAL CONTENT VIA. WEBSITE, TWITTER & LINKEDIN

Client types

Type	Clients	AUM
Individuals	50	$14.1M
High net worth individuals	11	$23.8M
Pension/profit sharing plans	1	$3.7M

All web addresses on file

https://www.twitter.com/rossifg
https://www.facebook.comi/rossifinancialgroup/
https://www.yelp.com/biz/rossi-financial-group-el-dorado-hills
https://www.youtube.com/paulrossi2632
HTTP://WWW.ROSSIFG.COM
https://www.linkedin.com/in/rossifinancialgroup/

Official SEC filing: View on IAPD